PineBridge's Soon: Consumer spending, supply chain logistics and China's lockdown

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Elizabeth Soon of PineBridge Investments
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Elizabeth Soon of PineBridge Investments

During the 2008 Global Financial Crisis, recovery was largely in the hands of the governments bailing out troubled companies and providing liquidity to the system.

Today, recovery depends on the containment of a global pandemic and the development of a vaccine. Demand cannot improve until consumer spending and capital expenditures return. Two elements led to...

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