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Capital Perspectives January 2022

Tony Roth |
Investment Management
Capital Perspectives

In the January issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth discusses the inflation trajectory—the single most important variable shaping the economic and market outlook in 2022. A pivotal element impacting the demand and supply sides of the inflation equation is the long‑awaited rotation from goods consumption to services.

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Capital Expenditures Outlook

Investment Management

Key takeaways from this publication:We expect GDP growth to moderate to 2.4% in 2022 from its rapid pace in 2021 (5.7%).  However, a downside scenario where oil prices remain elevated at $125 per barrel (WTI) on average in 2022 would bring our forecast down to 1.8%.A tech-led business capital expenditure (capex) recovery is underway and separates the overall performance of business spending in this cycle compared with previous cycles.

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