US economy
also referred to as: u s economy
3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement May 4, 2026 by Howard Marks · across every show →
Everything said about US economy, oldest first
May 4, 2026 positive
Howard Marks: US Economic Recovery Is in Healthy Middle Age
“Well, I think that the recovery is, ah, I think it's, ah, it's gone on a good while, and, ah, it's, ah, it's not nascent, it's not adolescent, ah, it's, but it's also not, ah, ah, geriatric. I think it's in middle age, ah, and I think the US economy, if that's…”
May 4, 2026 neutral
Marks: AI Infrastructure Is Booming but Bust Risk Remains Unknowable
“That, that, well, that is the area that's booming in our economy. And I need people who know more about AI than me to tell me whether it's going to bust. You know, the question is, is all of this, or is some of this construction unwarranted? I don't think anyb…”
Jul 28, 2026