In June, the CWAN Research Desk called this cycle “the economy that wants to hang on,” despite widespread fears of an imminent recession. Looking ahead to 2026, we maintain a similar level of restrained optimism. Despite labor market softness, the US economy appears poised to weather the storm again.
Our 2026 Outlook not only leverages the typical publicly available data – but also leverages the atypical, our own proprietary database. We’re looking out and, for the first time, looking in.
Key insights:
- Monetary policy: Easing never meant easy – why the Fed’s path will stay cautious.
- Long rates: How low can they go? Structural forces may keep a floor under yields.
- Credit: Risk-on amid strong fundamentals and the rise of private credit.
- US exceptionalism: Engines of resilience that keep the cycle alive.
- AI: A tailwind and a challenge – investment trends and portfolio exposure.
Dive into the report now.