The US economy is facing rising deficits, stubborn inflation, and interest rate uncertainty. In this new episode of 9 TO 5 Live, François Savary (CIO at GENVIL SA) joins Mark Williams to discuss whether the US can grow its way out of its debt pile — and what that means for investors.
Key talking points include:
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Why economic growth is the only real way to offset the deficit
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The limits of tariffs and the Laffer curve in fixing fiscal imbalances
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Tax policy and its influence on US growth stocks
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How the bond market is reacting to rates and inflation expectations
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The role of the Japanese yen in global currency dynamics
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Whether US defense stocks have passed their peak
Insightful and forward-looking — a must-watch for anyone navigating today’s complex macro landscape.
For more insights, visit Mark’s YouTube channel and follow the latest discussions.
