2025 American Anomaly: Navigating Fiscal Strain and Economic Resilience (1)
2025 American Anomaly: Navigating Fiscal Strain and Economic Resilience – Our baseline scenario is a continued but fragile soft landing through the second half of 2025. This outlook is predicated on three key assumptions: (1) the U.S. labor market, the bedrock of consumer spending, remains solid and avoids a sharp contraction; (2) the Artificial Intelligence-led … Read more
