Higher Hurdle For U.S. Growth
2025-02-26 01:05:00 ET
Summary
- After two years of US exceptionalism, during which growth far exceeded initial projections, the US likely will face a higher hurdle in 2025 as optimism catches up to expectations.
- The US economy could underperform this year as fiscal stimulus wanes and aggressive immigration and trade policies take effect.
- US exceptionalism may diminish as growth broadens out, which could shift capital out of the US.
After two years of US exceptionalism, during which growth far exceeded initial projections, the US likely will face a higher hurdle in 2025 as optimism catches up to expectations. The US economy could underperform this year as fiscal stimulus wanes and aggressive immigration and trade policies take effect. Meanwhile, the rest of the world may see better relative economic growth. Other areas that have lagged the US on a prolonged basis finally may be poised to surprise positively, clearing low expectations for growth. US exceptionalism may diminish as growth broadens out - moving beyond, for example, overvalued segments like the Magnificent Seven stocks to include undervalued and underinvested asset classes - which could shift capital out of the US....
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Higher Hurdle For U.S. Growth
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