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21min chapter
Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews
Forward Guidance
Economic Resilience and Productivity Insights
This chapter explores the positive economic outlook as the new year approaches, highlighting the absence of a recession despite prior concerns. It analyzes the resilience of the U.S. economy, driven by productivity improvements and strong job growth, while contextualizing recent Federal Reserve actions and their implications. The discussion also emphasizes the potential for a productivity-led boom, particularly through advancements in AI and technology, and examines the intricate relationship between productivity, inflation, and GDP growth.
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