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Topics discussed:
(1) The macroeconomic impact on U.S. growth, and
(2) The currency implications for global markets
The outlook for U.S. economic growth is falling apart under the pressures of this trade war. Focusing on the far right of this chart, you see the Business Investment aspect of GDP growth (blue line) accelerating significantly after President Trump was elected, in line with the CEO survey on planned capital expenditures (red line). And then you see both collapsing together in response to trade tensions.
Links mentioned in this episode:
By The Bahnsen Group4.9
564564 ratings
Topics discussed:
(1) The macroeconomic impact on U.S. growth, and
(2) The currency implications for global markets
The outlook for U.S. economic growth is falling apart under the pressures of this trade war. Focusing on the far right of this chart, you see the Business Investment aspect of GDP growth (blue line) accelerating significantly after President Trump was elected, in line with the CEO survey on planned capital expenditures (red line). And then you see both collapsing together in response to trade tensions.
Links mentioned in this episode:

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