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MIXEDCore thesis · 5/5

U.S. economy faces a bimodal, not status quo, future

The guest's framework suggests the U.S. economy is unlikely to see a status quo of 2% growth and 2% inflation; instead, a tug-of-war between AI (lifting growth) and deficits/demographics (lifting inflation/rates) will create a bimodal outcome.

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U.S. economy faces a bimodal, not status quo, future · Zortix