BofAML's Devalier Sees Manufacturing Sentiment Improving

The video discusses the gradual and patchy recovery in the manufacturing sector, highlighting the challenges in consumer spending due to an aging population and high savings rates. It also addresses the lack of corporate investment and wage growth, despite government efforts. The discussion includes potential risks from US trade policies and economic uncertainties affecting manufacturing sentiment.

In what ways has the savings rate among the younger generation changed, and what impact does this have on consumption?

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What are the potential risks associated with Trump's trade policy on manufacturing sentiment?

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