US and Global Growth Outlook

The report highlights a growing global economic divide, contrasting the potential for 15% US growth fueled by AI and loose policy against the 1.5% stagnation seen in Europe, Australia, and Canada.

Key Takeaways

• 1.Trump suggests US growth could reach 15% or higher under specific Fed management, signaling a move to run the economy 'hot'.
• 2.European and Commonwealth economies (Germany, UK, Australia, Canada) are facing a '1.5%' growth reality or lower, driven by deindustrialization and weak productivity.
• 3.US AI sector remains a massive growth outlier, with Alphabet planning a 100-year bond and memory chip shortages impacting markets.

Table of Contents

• Market comments
• Day ahead
• FX Strategy
• Credit Strategy & Regulation
• Client coverage
• Disclaimer

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