Tariffs are still on everyone’s minds – the evolving landscape of international trade levies continues to keep analysts on their toes. Paul discusses forecasts, fiscal policies and Federal Reserve strategies this month.
Key highlights:
- US tariffs and economic outlook. How may recent trade deals shape the global economy and what could they mean for future growth.
- Economic indicators. We’ve revised our forecasts for US growth and inflation. Monitoring ever-changing economic data will be crucial.
- US policy and fiscal outlook. Learn about potential shifts in US policy – including tax cuts – and their potential effects on the US’ fiscal deficit.
- Federal Reserve and monetary policy. Understand the Fed's challenges with weaker growth and higher inflation, and how this changes the potential for rate cuts.
- US economic and market exceptionalism. Explore the factors behind US exceptionalism, how this may change, and why we expect the dollar's dominance to continue despite challenges.
Watch the video for more details.