In June, the CWAN Research Desk called this cycle “the economy that wants to hang on,” despite fears of an imminent recession. Looking ahead to 2026, the US economy appears poised to weather the storm again, despite labor market weakness.
Join our economist Matthew Vegari, Head of Research at CWAN, as he challenges common assumptions about this unique business cycle.
Key insights:
- Short rates and Fed policy: Does easing policy mean easy policy?
- Credit: Risk-on amid strong fundamentals and the rise of private credit.
- Long rates: How low can they really go?
- AI’s macro impacts: Tailwinds and headwinds
Webinar details:
Date: December 18th, 2025
Time: 11am ET
Duration: 45 minutes, including time for Q&A
Speaker: Matthew Vegari, Head of Research at CWAN
Register now to join us on December 18th.