Rupert Harrison Says Productivity Is Eco Issue to Watch

The video discusses the concept of secular stagnation, its persistence, and its implications for markets and investments. It explores whether current economic trends are part of a cyclical recovery or a potential regime change, with a focus on corporate capital expenditures (CapEx) as a driver for durable recovery. The discussion also covers GDP and productivity concerns in the US, highlighting the disconnect between survey data and actual economic growth.

What does Gavin Davies suggest about the state of secular stagnation in the current economic climate?

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How does the discussion relate to the cyclical recovery in demand, particularly in the United States?

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What are the implications of corporate CapEx on economic recovery according to the text?

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Discuss the relationship between GDP growth and productivity as mentioned in the text.

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What does the survey data in the UK and US indicate about growth, and how does it relate to hard data?

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