US growth to accelerate while Chinese deceleration closes on political limit

Weak Q1 growth in the US is an aberration
Chinese rebalancing may hit political limits soon around 7.2% growth

United States. I still believe that this cycle’s peak growth period is now behind us and that growth will slow from here. Nonetheless, I also believe the 0.1% growth number we got from the most recent quarter is an aberration, marred by severe winter weather. Right now, the growth trend is around 2% with the largest variables from that trend being inventory builds, household debt ...


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