- White House looking at housing and how to make people's lives more affordable
- We will be back at a 3 or 4% growth pace by early next year
The US is going to have very meagre economic growth this year but there will be some giveback to the lockdown that spills into Q1. Part of the Big, Beautiful Bill spill into 2026 as well and should be a tailwind, as tends to happen with deficits at 6% of GDP.
I'm not so sure that the trajectory of inflation is good.
