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Our global forecast looks for a sharp slowing in growth in the coming months, concentrated in the US. Despite this contrasting with the more benign outlook apparent in risk markets, we see downside risks edging higher on US trade and immigration policies. Recent US fiscal policies should provide some offset but likely less than advertised.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 11 July 2025.

This communication is provided for information purposes only. Institutional clients please visit www.

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