Get It Strait

The U.S. economy maintains resilience with 2% growth despite energy volatility and inflationary pressures stemming from the Iran conflict. While consumer spending remains strong, rising debt delinquencies and high global government debt pose long-term risks.

Key Takeaways

• 1.The US economy shows remarkable resilience, growing 2% in 2025, supported by AI investment and robust consumer spending despite the Iran conflict.
• 2.The Iran conflict has caused a significant energy supply shock, leading to higher fuel costs and inflationary pressures globally.
• 3.US consumer debt delinquencies, particularly in auto and credit cards, are reaching levels not seen since the 2008 financial crisis.

Table of Contents

• Get it Strait!
• Since You Asked...
• Engines of Growth…
• Dislocation, Dislocation, Dislocation
• The Rest of the Story... Choke Points
• More Greasy Stuff
• Check the Stats
• The Home Front
• Keeping Track
• You Can't Handle the Truth...
• Talking Points
• Brace for Glitches, Default Settings The Likelihood of Unlikely Events
• The DNA of Business
• Real Estate and Construction Outlook
• Will Life Ever Be the Same?

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