‘Not just a cyclical recovery, but a boom.’ BofA says a ‘key tail risk’ is that the Trump economy will actually start to take off

Why This Matters

“Today a confluence of factors argue that the key tail risk that may not be priced in is not just a cyclical recovery, but a boom,” BofA Research analysts write.

July 28, 2025

07:53 PM

4 min read

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Key Insights

Inflation data often serves as a leading indicator for consumer spending and corporate pricing power
Earnings performance can signal broader sector health and future investment opportunities
Financial sector news can impact lending conditions and capital availability for businesses

Questions to Consider

What does this inflation data suggest about consumer purchasing power and corporate margins?
Could this earnings performance indicate broader sector trends or company-specific factors?
Could this financial sector news affect lending conditions and capital availability?

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