Tailwind: Reflation Amid De-Globalization

Growth reaccelerates to 3-3.5% vs consensus 2.5% amid fiscal and industrial policy support
Inflation persists at 4% average due to geopolitical fragmentation and supply disruptions
Monetary policy stays restrictive at 4-5% rates longer than expected
Regional blocs emerge faster, boosting onshoring investments with delayed productivity payoffs

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