U.S. GDP Growth Turns Negative
📉 The Cracks in U.S. Exceptionalism—and What It Means for the Dollar
🇺🇸 U.S. GDP Turns Negative in Q1: A Cautionary Signal, Not a Crisis—Yet
Markets opened Wednesday to a sobering update: the U.S. economy shrank in the first quarter of 2025, reigniting recession concerns and shaking investor confidence. So, how did our Insider Portfolio navigate the fog? Dive into this week’s Friday Macro & Performance Newsletter to find out ⬇️
📉 GDP Growth Turns Negative for the First Time Since 2022
According to the Bureau of Economic Analysis, real gross domestic product (GDP) shrank by -0.3% on a quarter-over-quarter, seasonally adjusted annual rate. This marks the weakest performance since Q1 2022, when the Federal Reserve had just begun its inflation-fighting rate hike cycle. It’s also only the third time in the past decade that U.S. GDP has turned negative—highlighting the weight of the signal.
