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Morgan Stanley Chief US Equity Strategist Mike Wilson Talks ‘Liberation Day’ Not a Clearing Event

Bloomberg Talks

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Navigating Stagflation: Economic Forecasts and Policy Shifts

This chapter explores the current economic situation in the U.S., focusing on stagflation concerns, GDP and PCE projections, and the impact of tariffs. It highlights the interplay between political leadership and the Federal Reserve, emphasizing the transition from fiscal stimulus to organic growth amidst rising inflation and labor market challenges.

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