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Eddy's Weekly Market Insight

Friday, 14 March 2025

Eddy's Weekly Market Insight

The U.S. economic growth rate is softening, and equity markets are experiencing sharp declines. However, President Trump remains unfazed, dismissing these developments as a temporary dip before an imminent economic boom. While we sincerely hope this outlook proves correct, we see a growing risk in the opposite direction: a self-reinforcing downturn in the American economy. Trump’s vision is to build a significantly stronger U.S. industrial sector that can compete head-on with China. This is an ambitious objective, considering that manufacturing accounts for less than 20% of the U.S. economy and primarily involves products that are past their peak in the industry lifecycle. The Path to a Stronger Industrial Base Ideally, strengthening U.S. industry would involve making existing companies more efficient and fostering innovation to create globally competitive products. This could be achieved by...
Edward Markus, Founder & Chief Economist

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