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US: Above-potential growth and steady Fed stance – BNP Paribas
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US: Above-potential growth and steady Fed stance – BNP Paribas
BNP Paribas analysts forecast US growth at 2.9% in 2026, above potential and stronger than 2025, driven by AI-linked investment and high-income consumption. Inflation is expected at 2.7% in 2026, above target due to tariffs, with overshooting persisting to at least end-2027.
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