US GDP numbers disappointed in the fourth quarter, showing the first contraction in growth since 2009, and the unemployment rate ticked up from 7.8% to 7.9% in January. In this podcast, US analyst Calvin Garner talks to senior Infrastructure and Power analyst Michelle Karavias and Oil and Gas analyst Elena McGovern about what they are seeing on the industry level, and why BMI is still relatively constructive about the direction of US growth in 2013.
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