Topic: US economy

America First means deploying trade policy, fiscal spending, regulation and industrial support to prioritise U.S. domestic growth and employment over global integration.

The US economy has rarely felt so divided, with AI fuelling a boom for ‘Magnificent Seven’ companies, while weak consumer earnings and spending patterns reveal fatigue in Main Steet.

Following the results of the US election, sustaining a favourable economic and policy mix in the United States will be very challenging.

A key theme of interest for investors right now is the underlying shifts in the US labour market.