In Person Event
REPLAY

Credit Frontiers 2026

location_on Quorum by Convene, New York Map

Gray sees resilience despite recent shocks

The conversation opens with a warm introduction before diving into a broad macro outlook. Despite ongoing geopolitical tensions and a history of crises since 2020, the speaker expresses cautious optimism, pointing to strong US corporate revenue growth, moderating inflation, cooling wage growth, and the potential for further Fed rate cuts. The discussion also highlights the transformative role of AI-driven capital investment as a tailwind for productivity.

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