Should you still bet on the American economy?

您是否仍应押注于美国经济?

Insider

2026-02-06

37 分钟
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单集简介 ...

It has been a remarkable year for the American economy. Despite Donald Trump’s tariff mania, geopolitical bullying and attacks on the Federal Reserve, growth has held up well. But some investors are worried that the sliding dollar signals a deeper rot. Kevin Warsh, the incoming Fed chair, may prove too pliant to presidential whim. Can AI-driven productivity gains keep America on top? Or is the country’s financial exceptionalism under threat? Join Zanny Minton Beddoes, The Economist’s editor-in-chief, Edward Carr, deputy editor, and a panel of our economics editors as they consider the challenges facing America’s economy.
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单集文稿 ...

  • Hi everyone, and welcome back to The Insider.

  • I'm Zanyminton Beadows, the Economist's Editor-in-Chief.

  • And this week, we're going to tackle a question that investors across the world are asking,

  • should you still bet on America's economy?

  • After all, it's been amazingly resilient.

  • Despite a year of Trump drama, what from tariffs to attacks on the Federal Reserve,

  • growth has been strong and broadly financial markets have been pretty abulliant.

  • And the standard explanation of that is that America's AI boom will outweigh any policy risks.

  • And I guess in the last few days,

  • those risks might themselves seem lower now that President Trump has appointed Kevin Walsh,

  • a Wall Street man, to head the Federal Reserve.

  • Maybe.

  • But if you look under the hood, the picture is a little bit more mixed.

  • And that's what we're going to be talking about today.

  • And to help me, as always, is Edward Carr, deputy editor.

  • Very nice to see you here, Ed.

  • Hi, Zanny.

  • And back on the show is Henry Kerr, our economics editor.

  • Very nice to see you, Henry.

  • Hi, Zanny.