Larry Kudlow: Investors should STAY OUT of this

Fox Business | March 24, 2026 at 11:01 PM UTC
Bullish 85% Confidence
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Key Points

  • The U.S. economy is expected to flourish post-war, with current expansion continuing despite war-related energy price spikes and some anxiety.
  • Inflation is deemed temporary, as M2 money supply growth is low (around 3.5%) compared to historical trends and past surges under the Biden administration.
  • Key economic indicators like productivity (trending +2.5%), capital investment, factory construction, and consumer spending remain strong, with weekly unemployment claims at rock bottom.
  • Investors are advised to stay out of oil and invest in broad stock market indices for long-term gains, holding for '100 or 200 years'.
  • Future economic growth is anticipated from an AI, quantum computing, high-tech revolution, and potential future policies like tax cuts and deregulation.

AI Summary

Larry Kudlow expresses a bullish outlook on the U.S. economy, predicting flourishing growth despite temporary oil shocks and geopolitical anxieties. He argues that inflation will not be permanent due to controlled M2 money supply growth and highlights strong productivity, capital investment, and consumer spending. Kudlow advises investors to buy broad market indices and stay out of oil, anticipating long-term economic tailwinds from technological advancements and potential future policies.

Model Analysis Breakdown

Model Sentiment Confidence
Gemini 2.5 Flash Bullish 85%
Consensus Bullish 85%