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January 06, 2026 | The Week Ahead

The Year Ahead – US and Canada

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.

speakers

Dominic Bunning

Week Ahead Podcast Host & Head of G10 FX Strategy

David Seif

Chief Economist for Developed Markets

Aichi Amemiya

Senior US Economist

Ruchir Sharma

US Economist

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