Still just a one-off or nah? 👀

The Atlanta Fed GDPNow real #GDP estimate for 1Q 2025 is currently:

-2.4% (that's negative 2.4%, son)

OPINION:

- US economy looking a bit ugly at the moment, after leading the world to the upside for much of 2023 and 2024.

- The world ex-US is looking pretty solid, actually.

- Global assets may continue to outperform, while US-based assets may struggle for a bit.

Just my two sats. ⚡