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This episode sheds light on the dynamics affecting the US and UK economies, highlighting the impact of AI and government spending on US growth. As these drivers wane, the underlying economy appears less robust. Meanwhile, the UK witnesses positive developments as inflation drops, leading to potential interest rate cuts.
By 7IM, in partnership with Rockhold Asset ManagementThis episode sheds light on the dynamics affecting the US and UK economies, highlighting the impact of AI and government spending on US growth. As these drivers wane, the underlying economy appears less robust. Meanwhile, the UK witnesses positive developments as inflation drops, leading to potential interest rate cuts.