Global Data Pod Global Data Pod Weekender: Let me count the ways
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Jul 11, 2025 The discussion dives into the current slowdown of the U.S. economy, revealing consumer behavior and employment trends. Tariffs and inflation create intricate challenges, affecting prices and fiscal policies. Recent economic shocks have left households and businesses vulnerable, with immigration policies adding further complexity. The podcast also navigates the implications of immigrant workers on economic growth, highlighting legal challenges and potential job losses. It’s a dynamic exploration of economic realities and their unforeseen impacts.
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US Economy Slowing Despite Market Optimism
- The US economy shows sluggish momentum with underlying weakness emerging midyear.
- This contrasts with markets expecting smoother growth and declining inflation pressures.
Market Views Contrast With Risk Reality
- Markets might be underestimating risks tied to a growth slowdown and policy shocks.
- Alternatively, markets could be looking past near-term weakness expecting recovery without recession.
Market Underestimates Tariff Impact
- Markets currently price in low inflation and minimal tariff pass-through.
- There's a disconnect as markets downplay tariff impacts and overestimate fiscal stimulus effects.