The US economy remains strong with no signs of a major slowdown going into 2025. We see interest rates staying higher for longer on a relative basis (regardless of the Fed’s easing campaign) as inflation remains above target, employment strong, and spending robust.
We have published our consolidated views in my newest white paper, 2025 Economic Outlook: Firing on All Cylinders. You can download it here.
I will also be discussing the contents of the paper and my views in detail in an Apollo Academy class today at 11:00 ET (eligible for a CE credit). Register here. The class will be available on demand afterward.
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