JPMorgan's Gabriela Santos Expects U.S. Growth to Cool Down

The video discusses the US economy's divergence from global trends, driven by fiscal stimulus and GDP growth. It explores the impact on the US dollar, the role of the Fed, and the potential for a future recession. The discussion includes strategies for portfolio management in uncertain economic conditions, emphasizing a risk-on bias with a focus on US equities.

What factors are contributing to the different economic directions of the U.S. compared to the rest of the world?

How does fiscal stimulus impact the sustainability of U.S. GDP growth?

In what ways might the strength of the U.S. dollar be influenced by economic growth differentials?

What are the potential consequences of the U.S. running out of ammunition for fiscal stimulus during the next downturn?

What strategies should investors consider in light of the uncertainty surrounding global economic growth?