Investing.com UK on Nostr: UBS: Chance of 'Roaring '20s' outcome for US economy growing ========== UBS believes ...
UBS: Chance of 'Roaring '20s' outcome for US economy growing
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UBS believes the chance of a 'Roaring '20s' outcome for the US economy is increasing. The bank identifies criteria for such an outcome, including real GDP growth averaging 2.5% or better, inflation of 2-3%, a 10-year Treasury yield around 4%, and the Federal funds rate at 3-4%. UBS sees signs of structurally higher growth taking root, driven by a capital spending boom, surging AI adoption, stronger business dynamism, and productivity gains. The bank believes that a Roaring '20s regime is marginally more likely than it was in 4Q23. However, fiscal policy remains a wildcard, with high deficits potentially requiring consolidation. UBS urges investors not to underestimate the potential for a prosperous decade.
#UsEconomy #'roaring'20s' #Ubs #GdpGrowth #Inflation #TreasuryYield #FederalFundsRate #CapitalSpending #AiAdoption #BusinessDynamism #ProductivityGains #FiscalPolicy
https://uk.investing.com/news/stock-market-news/ubs-chance-of-roaring-20s-outcome-for-us-economy-growing-432SI-3559380
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UBS believes the chance of a 'Roaring '20s' outcome for the US economy is increasing. The bank identifies criteria for such an outcome, including real GDP growth averaging 2.5% or better, inflation of 2-3%, a 10-year Treasury yield around 4%, and the Federal funds rate at 3-4%. UBS sees signs of structurally higher growth taking root, driven by a capital spending boom, surging AI adoption, stronger business dynamism, and productivity gains. The bank believes that a Roaring '20s regime is marginally more likely than it was in 4Q23. However, fiscal policy remains a wildcard, with high deficits potentially requiring consolidation. UBS urges investors not to underestimate the potential for a prosperous decade.
#UsEconomy #'roaring'20s' #Ubs #GdpGrowth #Inflation #TreasuryYield #FederalFundsRate #CapitalSpending #AiAdoption #BusinessDynamism #ProductivityGains #FiscalPolicy
https://uk.investing.com/news/stock-market-news/ubs-chance-of-roaring-20s-outcome-for-us-economy-growing-432SI-3559380