“Resilience and Uncertainty:” Rockefeller CEO Greg Fleming Joins Bloomberg to Unpack Investor Sentiment Amid a Turbulent Environment
“There are two words to describe the U.S. today – one is resilience, and the other is uncertainty,” said Rockefeller Capital Management CEO Greg Fleming on Bloomberg’s The Pulse. From shifting tariffs to geopolitical tensions, businesses and consumers alike are facing an ambiguous path forward. “The U.S. economy continues to show resilience,” he said, “but it’s not without challenges.”
While current data shows inflation is contained, Fleming warned of delayed effects from rising tariffs and fiscal stimulus. “The Fed’s biggest concern is stagflation,” he said—where inflation rises even as growth slows. With the U.S. deficit projected to remain around 6% of GDP, fiscal policy remains stimulative, but also potentially inflationary. As they continue to digest the data, the Fed’s balancing act will be critical in the months ahead.
Despite these challenges, Fleming added that the U.S. remains the world’s most dynamic economy and a leader in global capital markets and innovation. While the narrative around American exceptionalism has adjusted amid market corrections earlier this year, the entrepreneurialism, start-up mindset, and small business ecosystem based in the U.S. will continue to attract investment over the long term.
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