Recently, an interesting viewpoint has spread in the financial circle. The actual GDP growth rate in the United States for the third quarter reached 4.3%, the fastest increase in two years, directly exceeding market expectations.

Some attribute the credit for this wave of growth to tariff policies—saying that reducing the trade deficit has stimulated the economy. But more noteworthy is that this guy also emphasizes that the prosperity of artificial intelligence is becoming the real driving force behind economic growth, while also playing a role in lowering inflation.

He stated that if the GDP growth rate can be maintained at 4% for the New Year, the monthly new employment data will return to the level of 100,000 to 150,000.

The most critical sentence here is: Looking at central banks around the world, the U.S. is far behind in the pace of interest rate cuts. This statement is quite meaningful—it reveals that there are still differences in thinking between the White House and the Federal Reserve regarding how to adjust monetary policy. For those who pay attention to global liquidity trends, this divergence could be a signal to watch.