Inside the US economy | UBS Trending Extra | 24 Jul 2026
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- The US economy remains in a reflationary regime (above-trend growth and inflation), but growth is expected to cool and disinflation will resume in H2 [00:00:10].
- Broad consumption is decelerating, exposing a widening K-shaped economic divide where high-income households drive spending while lower-income cohorts face wage pressure [00:00:22].
References
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