US economic growth

Latest news and analysis on US economic growth

Investment Theme

This stock ETF is already up 12% in 2026. Is this a megatrend to watch?

A rotation from Big Tech to US mid caps is underway and could emerge as one of this year's biggest opportunities.
Tom Stelzer
Livewire Markets
Macro

“Down goes the dollar”: Morgan Stanley on rates, tariffs and the new macro

The US view suggests a weaker dollar, lower growth and long-term tariffs, but it's not all bad news, especially for Australia.
Tom Stelzer
Livewire Markets
Macro

Investors upbeat on pricey US equities while Europe offers value

Could a rotation out of stocks into bonds be one of 2025’s surprises?
Chris Iggo
BNP Paribas Asset Management
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