Webinar

US Key Themes 2026 – Exceptionalism amid fragmentation

8 December 2025 – 2.30pm EDT (New York)
online

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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Speakers

Ryan Sweet
Ryan Sweet

Ryan Sweet is the Chief US Economist at Oxford Economics. He is responsible for forecasting and assessing the US macroeconomic outlook and how it will influence monetary policy and financial markets. Ryan is among the most accurate high-frequency forecasters of the U.S. economy, according to MarketWatch and Bloomberg LP.

Prior to joining Oxford Economics, Ryan led real-time economics at Moody’s Analytics and was a member of the U.S. macroeconomics team. He was also head of the firm’s monetary policy research, following actions by the Federal Reserve and examining its potential impact on the U.S. economy.

Ryan is an adjunct professor in the Economics and Finance Department at West Chester University of Pennsylvania. He received a master’s degree in finance from John’s Hopkins University, a master’s degree in economics from the University of Delaware, and a bachelor’s degree in economics from Washington College.

Chief US Economist
Bernard Yaros
Bernard Yaros

Bernard is a Lead US Economist at Oxford Economics. He was previously an Assistant Director at Moody’s Analytics, where he analyzed the U.S. economy, focusing on federal fiscal policy. His work on the federal government has been widely cited by the media, members of Congress, and even the White House.

Bernard holds a Master’s degree in Economics from the Barcelona School of Economics and a B.A. in Political Economy from Williams College.

Lead US Economist
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8 December 2025
2:30pm EDT
(New York)
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