Above The Noise: Will Policy Uncertainty Harm The U.S. Economy?

Invesco US
3.19K Followers
(12min)

Summary

  • While the setup was good coming into 2025, markets struggled with ongoing changes to the US policy approach.
  • We may not be at peak policy uncertainty, but past peaks have been attractive buying opportunities for investors.
  • European markets are excited about a generational shift for increased defense spending, leading to fiscal stimulus.

Trading graph with american flag is damage.Effect of recession US economy. Crisis in USA, rising inflation, devaluation of dollars and the economy.

Galeanu Mihai

By Brian Levitt, Global Market Strategist

The first rule of policymaking is, "Don't talk about policymaking." No, wait, that's the first and second rules of Fight Club. The first rule of policymaking is, "do no harm." Why do I cite this rule now? While the

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3.19K Followers
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