The featured report by BlackRock Investment Institute assesses the impact of prolonged policy uncertainty on U.S. economic growth and market sentiment.
Key Insights:
Market Doubts on U.S. Growth: The S&P 500 has declined 4% YTD, with concerns over policy changes weighing on investor confidence.
Fed Rate Outlook: Despite market expectations for rate cuts, persistent inflation may limit the Fed’s flexibility.
Tech Sector Resilience: Earnings projections remain strong, with AI-driven sectors showing 12% growth forecasts** for 2025.
Understand the evolving macro landscape access the full report.
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