US Economy Set to Slow Down, UBS' Baweja Says

The video discusses the anticipated slowdown in the US economy, projecting a decrease in growth rates from around 3% to 1.6-1.7% by 2025. It highlights the expected decline in inflation, aligning with the Fed's target. The discussion covers the impact of fiscal and immigration policies on GDP, emphasizing an organic slowdown irrespective of political influences. The focus is on the consumer-driven boom rather than a CapEx boom, with implications for productivity and stock market trends.

What is the expected trend for US economic growth in the next two years according to the speaker?

• Growth will increase significantly.

• Growth will accelerate to high threes.

• Growth will remain the same as the previous two years.

• Growth will slow down to mid ones.

What is the speaker's view on the recent pickup in inflation?

• It will lead to hyperinflation.

• It is a temporary reacceleration.

• It is a sign of a long-term trend.

• It is a result of new fiscal policies.

What does the speaker suggest about the factors driving recent US GDP growth?

• It is driven by productivity improvements.

• It is due to fiscal policies and immigration.

• It is primarily driven by technological advancements.

• It is mainly due to increased consumer spending.

According to the speaker, what phase is the US economy currently in?

• Recession

• Late cycle

• Mid cycle

• Early cycle

What has been the primary driver of the recent economic boom in the US?

• Government investment

• Capital expenditure

• Export growth

• Consumer spending