The latest edition of this quarterly report captures the US economy at a key moment in its economic and policy cycle, providing analysis for the remainder of this year and into 2025 that assesses the key issues shaping macro and market outcomes, including:
- How the outcome of this November's election could result in stagflationary economic conditions;
- Why we think the Federal Reserve will start cutting interest rates in September;
- How monetary easing will start boosting growth in 2025, and when AI will begin to stoke a productivity boom.
Download a complimentary copy of this report now to understand how the election, monetary easing and AI could shape the US outlook.
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Report authors
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Paul Ashworth
Chief North America Economist
Paul Ashworth is our Chief North America Economist, with overall responsibility for our coverage of the US and Canada.
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Olivia Cross
North America Economist
Olivia Cross is a North America Economist who joined the Capital Economics graduate training scheme in September 2021. She previously spent a year on placement at the company as part of her undergraduate degree. Olivia holds a degree in Economics with Politics from Loughborough University.
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