Webinar

US Key Themes 2026 – Exceptionalism amid fragmentation

9 December 2025 – 12.00am 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 is the Chief Economist | Managing Director at Oxford Economics where he helps shape and coordinate the team’s global economic analysis and forecasting. Previously, Ryan was the Chief US Economist and led a team that was among the most accurate high-frequency forecasters of the economy.

Prior to joining Oxford Economics, Ryan spent 17 years at Moody’s Analytics as a member of the U.S. macroeconomics team and was also a co-host of the Inside Economics podcast. Ryan has also been an adjunct professor in the Economics and Finance Department at West Chester University of Pennsylvania.

Ryan received a master’s degree in finance from Johns Hopkins University, a master’s degree in economics from the University of Delaware, and a bachelor’s degree in economics from Washington College.

Chief Global Economist

Bernard Yaros

Bernard is a Deputy Chief US Economist at Oxford Economics, where he focuses on fiscal policy, inflation trends, and business investment. His past work on US elections and major policy proposals has been widely cited by the media, Congressional lawmakers, and even the White House. Previously, Bernard was an assistant director at Moody’s Analytics.

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

Deputy Chief US Economist