Policy uncertainty a risk to U.S. growth

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The featured report by BlackRock Investment Institute assesses the impact of prolonged policy uncertainty on U.S. economic growth and market sentiment.  

Key Insights:
Market Doubts on U.S. Growth: The S&P 500 has declined 4% YTD, with concerns over policy changes weighing on investor confidence.  
Fed Rate Outlook: Despite market expectations for rate cuts, persistent inflation may limit the Fed’s flexibility.  
Tech Sector Resilience: Earnings projections remain strong, with AI-driven sectors showing 12% growth forecasts** for 2025.  

Understand the evolving macro landscape access the full report.

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