Shepherdson: U.S. Returns to 3% Growth in Second Half

The video discusses the global and US economic outlook post-Brexit, highlighting the quick market recovery and the strengthening dollar. It analyzes US GDP growth prospects, noting potential improvements due to reduced CapEx drag and stronger consumer and export orders. The UK inflation scenario is examined, with a focus on core services and the Bank of England's limited maneuverability post-Brexit. Finally, the video explores the UK investment climate, emphasizing the risks and opportunities for foreign investors in a post-Brexit environment.

How does the speaker perceive the impact of the dollar's strength on manufacturing?

What are the factors contributing to the positive outlook for the US economy mentioned in the text?

What is the speaker's prediction for GDP growth in the second half of the year?

What concerns does the speaker express regarding UK inflation and the Bank of England's response?

What implications does the speaker suggest regarding foreign investment in the UK post-Brexit?