Webinar
US Key Themes 2026 – Exceptionalism amid fragmentation
US exceptionalism is alive and well, and that won’t change next year.
We expect the economy to outperform consensus expectations, supported by wealth effects, AI- and non-AI-related business equipment spending, and solid productivity growth. As such, we’ve identified four key themes for the economy next year.
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8 December 2025
2:30pm EDT
(New York)
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