GDP growth
Views split between strong current GDP-growth readings and more cautious assessments of underlying growth. An unmarked passage on the Atlanta Federal Reserve’s GDPNow reading cited growth above 5%, while Peter Berezin argued that underlying real growth is closer to 2% 2. Thomas Hayes described US nominal growth as roughly 8% but said that pace may not continue 1. Clem Chambers attributed stronger US growth to AI and investment, contrasting it with Europe’s anti-growth stance 4.
From the window to Oct 14, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 falling
Falling
- MHMichael HowellFalling Expects US growth to slow markedly in 2027-2028 even though this year looks strong. “The real question is what happens in 2027, 2028, and those are more problematic. I mean, my sense would be that growth slows down markedly.” ▶ 12:28 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
1 falling
Mentions
6 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- David Lin 4 mentions
- Steve H. Hanke 1 mention
- Michael Pettis 1 mention
- Peter Berezin 1 mention
- Gary Bohm 1 mention
- Mike McGlone 1 mention
- Michael Howell 1 mention
- Thomas Hayes 1 mention
See what your own voices say about GDP growth, every morning.
Start a desk