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January 06, 2026 | The Week Ahead
In the final instalment of our 2026 Outlook episodes, our Economists discuss the outlook and key risks for the US and Canada for the year ahead. We discuss the key drivers of our above consensus view on US growth, including fiscal support, diminishing trade risks, a rebounding labour market and strong consumer. We expect inflation to remain above target but think the Fed will cut twice in H2 under a new FOMC Chair.
Week Ahead Podcast Host & Head of G10 FX Strategy
Chief Economist for Developed Markets
Senior US Economist
US Economist