The biggest narrative in world markets surrounds the US. On one hand, the US economy has been growing strongly, is resilient and has seen significant productivity growth. On the other, it is being assailed by a raft of economic uncertainties, from tariffs, to domestic demand, capital expenditure plans, tourism, higher interest rates, higher wage growth and higher inflation.
At some point, the strength can be overwhelmed by the weaknesses. In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen looked at where the tipping point may be.
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
