"The US economy grew much faster than expected this year, supported by solid growth in consumer spending," said Jan Hatzius, the top economist at Goldman Sachs.
Torsten Sløk stated that the probability of a US recession materializing in 2025 is 0%, mentioning that a significant economic downturn is not among his top 12 risks.
Sløk identified tariffs as a primary concern, with a 90% probability of their implementation by the incoming Trump administration, which could seriously impact economic stability.
Nvidia's potential to underperform expectations poses another significant risk for markets, as Sløk ascribes a 90% probability to disappointing earnings impacting the stock market.
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