US GDP at 3.4% with consumption and investment still powering ahead keeps the … · @AIInvestHK · TwKit
@AIInvestHK
US GDP at 3.4% with consumption and investment still powering ahead keeps the US the outlier among developed economies that can actually deliver growth. Refined-product inflation is the caveat — but 2.5% to 2.2% to 3.4% is hard for the soft-landing crowd to ignore. take a free peek at 3 positions if useful
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