Ditto for plenty of less voluble market watchers who are tracking numbers closely.
No — things aren’t perfect.
Average Americans are feeling the sting of higher prices at the pump and at the grocery store.
And yes — the AI build-out will end at some point, meaning the economy will have to perform on its own.
But take a little time to vet the facts and you might be given pause.
In fact, you might even see how things could get noticeably better and soon if a few things break our way.
Veteran market strategist Jason Trennert of Strategas Research Partners tells me that “If it weren’t for the war, we would be talking about a reacceleration in the economy.”
He points to President Trump’s tax cuts for business and his ban on tax increases for consumers.
The tax breaks “almost seem prophetic in anticipation of the war,” he said.
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