Economic Transition: Challenges Ahead

This chapter explores the U.S. economy's shift from demand-driven to supply-driven growth amidst rising consumer caution and policy uncertainty. With a critical analysis of recent economic indicators, including the January PCE report and manufacturing PMI data, it underscores the potential long-term impacts of protectionist policies. The discussion reflects on the implications of these economic dynamics for consumer confidence, business investment, and the Federal Reserve's inflation targets.

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