Chapters
The discussion begins with an overview of the global economy's strong growth in 2024 and the implications of the Trump administration's policies on future growth. The speakers analyze the potential impacts of tariffs, immigration policies, and fiscal measures on the U.S. economy.
- U.S. growth is expected to be above trend and above consensus.
- Tariffs and slower immigration are identified as potential drags on growth.
- Fiscal policies and regulatory loosening are expected to provide some boost to the economy.
Shownotes Transcript
