How does the speaker perceive the impact of the dollar's strength on manufacturing?
Shepherdson: U.S. Returns to 3% Growth in Second Half

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2.
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What are the factors contributing to the positive outlook for the US economy mentioned in the text?
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What is the speaker's prediction for GDP growth in the second half of the year?
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What concerns does the speaker express regarding UK inflation and the Bank of England's response?
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What implications does the speaker suggest regarding foreign investment in the UK post-Brexit?
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