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Macro Views: Resilient regions, rising risks—2026 economic outlook
Despite a year that began with tariff shocks and fears of recession, the United States has proven more resilient than widely expected, buoyed by optimism around artificial intelligence (AI), which has offset tariff-related drags. For 2026, consumer spending is expected to remain resilient with a temporary boost from fiscal policy in early 2026, while labor markets should stabilize amid supply constraints keeping wage pressures alive. Inflation will likely stay sticky, driven by services. AI-driven capital expenditures (capex) should remain a key pillar of growth. We expect solid growth in the first half of 2026, with ... (full story)
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- Dec 15, 2025 8:00pm Posted byFundamental Analysis2,315
