野村：预期明年美国经济将增长2.4%，通胀维持于约3%水平

Core Viewpoint - Nomura's macroeconomic research head, Rob Subbaraman, forecasts a 2.4% growth in the US economy next year, driven by sustained AI investments and a more accommodative economic environment [1] Group 1: Economic Growth - The expected growth rate for the US economy in 2024 is 2.4% [1] - AI investments are anticipated to continue contributing positively to economic growth [1] Group 2: Inflation and Monetary Policy - US inflation is expected to remain sticky at around 3% [1] - The Federal Reserve is predicted to maintain a cautious stance, with a 25 basis point rate cut expected in December of this year [1] - Further rate cuts may occur between June and September next year, contingent on the new chairperson's appointment [1] Group 3: Fiscal Policy - There are no clear signs of fiscal consolidation in the US at present [1] - Anticipated increases in government spending on defense, aging population, and climate change will likely exacerbate fiscal pressures [1]