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Webcast Replay
Please join Dhaval Joshi, Chief Strategist of the Counterpoint service, for a Webcast on:
Thursday, April 30
10:30 AM EDT | 3:30 PM BST | 4:30 PM CEST
In this Webcast, Dhaval will explore the interplay between two of the biggest macro drivers right now: Agentic AI; and the global commodity shock.
The discussion will include:
- Can agentic AI extend the tech capex cycle, and who are the winners and losers.
- Can agentic AI boost productivity growth.
- Is the oil shock inflationary, recessionary, or both.
- How does the oil shock’s impact vary by major economy.
- What are the investment conclusions.
If viewing in the BCA App, the live webcast can be viewed here.
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