Anastasios Economo
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- Milken Institute1h 0m
US Overview: Can Growth Continue?
Philippa Thomas, Pippa, Ross, Bill, Adrian, Oliver, Tina Fordham, Tina Raja, Anastasios Economo
Panelists characterize the U.S. economy as a structural divergence where a robust coastal sector driven by domestic consumption and housing contrasts sharply with a stagnating interior plagued by unemployment. While the Federal Reserve signals a gradual rate normalization to combat below-target inflation, external geopolitical tensions with China and domestic political gridlock are cited as primary headwinds delaying market stability. Looking ahead, experts forecast a potential recession around 2019 but advise investors to prioritize hard assets, non-investment-grade corporate loans, and entrepreneurial ventures as hedges against monetary expansion and geopolitical volatility.