Q3 GDP growth expected to be robust due to consumer momentum and AI capex, with inflation easing by year-end

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Real and nominal GDP growth for Q3 is anticipated to be robust, possibly surprising on the upside, due to strong consumer momentum from Q2 and continued significant AI capital expenditure. While Q4 might see some softening depending on energy prices, the overall view is that inflation will ease by the end of the year, assuming no major geopolitical disruptions, attributed to fading tariffs and disinflationary signs in both service and goods sectors.