Bloomberg Economics' Chief US Economist Just Turned From Bearish To Bullish | Anna Wong

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Oct 5, 2025

Join Anna Wong, Chief U.S. Economist at Bloomberg Economics and former advisor to the Federal Reserve and White House, as she reveals her surprising shift from bearish to guardedly bullish on the economy. Anna discusses how easing policy headwinds and upcoming fiscal measures will support growth. She explores the impact of potential inflation and the dynamics of a bifurcated labor market. Plus, hear her insights on how rising growth could affect bond yields and the implications of an evolving market landscape.

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INSIGHT

Macro Headwinds Have Turned Into Tailwinds

Anna Wong believes the worst deceleration of the U.S. economy is over and momentum is turning positive.
She cites diminishing policy uncertainty, an easing Fed, and a rising fiscal impulse as drivers of acceleration.

INSIGHT

Fiscal Change And Wealth Effects Can Boost Demand

Wong expects the recent tax and spending changes to raise the deficit next year and boost consumption via rebates and wealth effects.
She points to stronger car sales and top-20% household wealth gains as evidence of positive demand.

INSIGHT

Markets Are Focused More On Cyclical Growth Than Fiscal Fears

Wong argues markets view the recent bill as 'paid for' via tariff revenues, muting long-term yield moves.
She says shorter-term cyclical growth concerns still dominate longer-term Treasury behavior.

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Much concern has been raised of late about how the economy is slowing and recession risk is rising.But is that really true?Or, could we already be through the worst of things, with the economy strengthening from here?To find out, we have the good fortune to talk today with Dr Anna Wong, Chief U.S. Economist for Bloomberg Economics. Prior to her current role, Anna also worked at the Federal Reserve Board, the White House Council of Economics Advisers, and the U.S. Treasury.In today's discussion, Anna explains why she has recently turned from being bearish (for years) to guardedly bullish.

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