In this episode of the Decisive Podcast, host Kristen Hallam engages with economists from S&P Global Market Intelligence to unpack the U.S. economic outlook for 2026. The discussion explores key themes influencing growth, including the economic impact of artificial intelligence, evolving labor market dynamics, and the ongoing effects of tariffs on inflation and investment.

Listeners will gain insights into the team's optimistic projections for 2026, driven by reduced policy uncertainty and consumer spending bolstered by recent tax cuts. The economists also address potential headwinds to growth, such as high borrowing costs and the implications of a government shutdown on economic performance.

As the Federal Reserve navigates these challenges, the discussion explores monetary policy decisions, including expectations for rate cuts and the anticipated adjustments in response to inflationary pressures.

With expert analysis and forward-looking perspectives, this episode equips listeners with the knowledge to make informed decisions in a complex economic landscape.

More S&P Global Market Intelligence Content:

• The Age of Agility: Key Themes for 2026
• Global Economic Outlook: November 2025
• Stablecoins Explained: A Comprehensive FAQ Guide to Digital Currency Stability

For S&P Global subscribers (login required):

• 2026: The age of agility
• Inflation indications
• US tariff plans

Credits:

• Host: Kristen Hallam
• Guests: Ben Herzon, Patrick Newport, Michael Zdinak, Lawrence Nelson
• Produced By: Debbie Taylor, Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun