Tariffs, Retail Sales, and Inflation
Bloomberg Surveillance
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Analyzing Economic Resilience and Market Opportunities
This chapter explores the U.S. economy's unexpected resilience against recession fears, highlighting key indicators like unemployment and GDP growth. The speakers discuss investment strategies in light of inflation trends and equity market performance, emphasizing technology's role in future earnings growth. They also analyze fixed income opportunities, including predictions for bond yields and corporate debt management amidst shifting economic dynamics.
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