Confronting Slower Growth
The U.S. economy ended 2025 on a weak note, with growth whipsawing in response to drastic changes in trade policy and the longest government shutdown on record. It therefore entered 2026 with limited momentum.
What is in store for U.S. economic growth and inflation over the forecast period given the fallout from the Middle East conflict and continuing uncertain trade dynamics? Will the Fed’s hand be forced vis-à-vis its interest rate strategy? Can household budgets, consumer spending, and the labour market withstand the challenges and perhaps show signs of recovery?
Read the online experience to get our full analysis.
