Taking the US Economy's Pulse

What is driving the U.S. economy today and what risks and opportunities lie ahead? This panel analyzes the current drivers of the US economy, providing a forward-looking outlook on growth, inflation, labor markets, Fed policy and interest rates. They highlight forces shaping the macroeconomic landscape, from AI disruption to rising geopolitical tensions, and translate these macro trends into investment implications across global assets and currencies, laying out key scenarios and how investors can prepare for an uncertain, fast changing landscape.