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Are current market highs truly sustainable? As trade policy impacts corporate earnings and economic forecasts shift, investors face a complex landscape.

July 28, 2025 • Estimated Reading Time: 3 minutes

The US Outlook - Navigating Tariffs
In the US, economic growth is expected to slow significantly in 2025. After a dynamic 2024, early signs of contraction appeared in Q1, with forecasts now pointing to just +1.7% average annual growth for the year. Such weakness stems from uncertainty and tariff shocks weighing on demand.

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