Top 10 Economic Insights for 2026 | S&P Global
https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/1…
Our economists present their top 10 insights for the global economy in 2026.
Economic outlook for 2026, focusing on the United States, the UK ...
https://rsmus.com/insights/economics/economic-outlook-for-2026.html
In the United States, a modest economic tailwind fueled by expansionary fiscal policies and rate cuts will help push growth to 2.2% in 2026, write RSM US Chief Economist Joe Brusuelas and Economist Tuan Nguyen. * **Australia:** The economy will remain resilient amid global uncertainties, producing steady but modest growth of 2%, writes RSM Australia economist Devika Shivadekar. For this reason, we are attaching a 25% probability that growth will increase to 2.5% or higher as inflation eases and the Fed pushes its policy rate to 3% more quickly than investors are pricing in. Should productivity improve, those gains would create the conditions for a quicker return to the Fed’s 2% inflation target, which would provide the ingredients for stronger growth, lower Fed rates and a decline in the 10-year Treasury yield. The combination of a loosening labor market, slower pay growth and lower inflation will allow the Bank of England to cut interest rates in December and potentially twice more next year, taking rates to 3.25%.
The U.S. economy in 2026: What to watch for
https://siepr.stanford.edu/publications/policy-brief/us-economy-2026-what-watch
Most members clearly weighted the risks to the labor market more heavily than those of inflation, including Fed Chair Jerome Powell, though he did so while chanting the mantra that “there is no risk-free path for policy.” [[1](https://siepr.stanford.edu/publications/policy-brief/us-economy-2026-what-watch#1)]. Taken together, this research finds little indication that AI has impacted aggregate U.S. labor market conditions so far.[[8](https://siepr.stanford.edu/publications/policy-brief/us-economy-2026-what-watch#8)] Although unemployment has increased, it has risen most among workers in occupations with the least AI exposure, suggesting that other factors are at play. As two of us (Bernstein and Cummings) have written,[[11](https://siepr.stanford.edu/publications/policy-brief/us-economy-2026-what-watch#11)] there are certainly bubbly features: Valuations of AI-exposed firms have risen sharply even as revenue from AI-specific products and services remains limited. For example, Joseph Briggs of Goldman Sachs estimates[[12](https://siepr.stanford.edu/publications/policy-brief/us-economy-2026-what-watch#12)] that generative AI could create $8 trillion of value for U.S. firms through labor productivity gains. Analysis suggests that higher wholesale power costs, investment to replace aging grid infrastructure, extreme weather events, state policies such as net-metered solar and renewable energy standards, and rising demand from data centers and electric vehicles have all contributed to higher prices.[[14](https://siepr.stanford.edu/publications/policy-brief/us-economy-2026-what-watch#14)].
World Economic Outlook (April 2026) - Real GDP growth
https://www.imf.org/external/datamapper/index.php
[ World Economic Outlook Global Economy in the Shadow of War April 2026](https://www.imf.org/-/media/Files/Publications/WEO/2026/April/English/text.ashx). [ World Economic Outlook Global Economy in Flux,Prospects Remain Dim October 2025](https://www.imf.org/-/media/Files/Publications/WEO/2025/October/English/text.ashx). [ World Economic Outlook A Critical Juncture amid Policy Shifts April 2025](https://www.imf.org/-/media/Files/Publications/WEO/2025/April/English/text.ashx). [ World Economic Outlook Steady but Slow:Resilience amid Divergence April 2024](https://www.imf.org/-/media/Files/Publications/WEO/2024/April/English/text.ashx). [ World Economic Outlook Navigating Global Divergences October 2023](https://www.imf.org/-/media/Files/Publications/WEO/2023/October/English/text.ashx). [ World Economic Outlook A Rocky Recovery April 2023](https://www.imf.org/-/media/Files/Publications/WEO/2023/April/English/text.ashx). [ World Economic Outlook War Sets Back the Global Recovery April 2022](https://www.imf.org/-/media/Files/Publications/WEO/2022/April/English/text.ashx). [ World Economic Outlook Recovery During a Pandemic October 2021](https://www.imf.org/-/media/Files/Publications/WEO/2021/October/English/text.ashx). [ World Economic Outlook Managing Divergent Recoveries April 2021](https://www.imf.org/-/media/Files/Publications/WEO/2021/April/English/text.ashx). [ World Economic Outlook The Great Lockdown April 2020](https://www.imf.org/en/Publications/WEO/Issues/2020/04/14/weo-april-2020). [ World Economic Outlook Update Still Sluggish Global Growth July 2019](https://www.imf.org/en/Publications/WEO/Issues/2019/07/18/WEOupdateJuly2019). [ World Economic Outlook Growth Slowdown, Precarious Recovery April 2019](https://www.imf.org/en/Publications/WEO/Issues/2019/03/28/world-economic-outlook-april-2019). [ World Economic Outlook Challenges to Steady Growth October 2018](https://www.imf.org/en/Publications/WEO/Issues/2018/09/24/world-economic-outlook-october-2018). [ World Economic Outlook Cyclical Upswing, Structural Change April 2018](https://www.imf.org/en/Publications/WEO/Issues/2018/03/20/world-economic-outlook-april-2018). [Analytical Groups](https://data.imf.org/en/Datasets/WEO/Groups-and-Aggregates-April-2026)[Regional Groups](http://www.imf.org/external/datamapper/region.htm).
The Budget and Economic Outlook: 2026 to 2036
https://www.cbo.gov/publication/62105
Deficits are large by historical standards. The deficit totals $1.9 trillion in fiscal year 2026 and grows to $3.1 trillion in 2036.
Our economic outlook for the United States - Vanguard
https://corporate.vanguard.com/content/corporatesite/us/en/corp/vemo/vemo-uni…
”The U.S. labor market remains fundamentally resilient, albeit transitioning toward a slower growth phase.”. While these headwinds are likely to weigh modestly on consumption, they are not expected to fundamentally alter the expansionary backdrop created by the One Big Beautiful Bill Act, particularly as robust AI‑related capital expenditures continue to provide an important offset and remain a central pillar of growth momentum in 2026. We continue to view the labor market as fundamentally resilient, albeit transitioning toward a slower growth phase, and we have thus revised our year‑end 2026 unemployment rate forecast to 4.6% from 4.2%. We have revised our year‑end 2026 core inflation forecast up by 0.2 percentage points, driven by renewed firmness in non‑housing services, incremental tariff pass‑through, and higher energy prices amid escalating geopolitical tensions involving Iran. While we retain our expectation for a single policy rate cut in 2026—consistent with the Federal Reserve’s willingness to look through energy‑driven price shocks—the principal risk has shifted toward a longer period of policy inertia, particularly if labor market cooling remains gradual and inflation progress proves uneven.
2026 Outlooks - Goldman Sachs
https://www.goldmansachs.com/insights/outlooks/2026-outlooks
* [What We Do](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Insights](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Our Firm](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Careers](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [What We Do](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Insights](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Our Firm](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Careers](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [What We Do](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Insights](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Our Firm](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Careers](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [What We Do](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Insights](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Our Firm](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). * [Careers](https://www.goldmansachs.com/insights/outlooks/2026-outlooks#). . . [ The Global Economy Is Forecast to Post ‘Sturdy’ Growth of 2.8% in 2026](https://www.goldmansachs.com/insights/articles/the-global-economy-forecast-to-post-sturdy-growth-in-2026). [ German Economic Outlook: 1.1% Growth in 2026](https://www.goldmansachs.com/insights/articles/german-economic-outlook-growth-in-2026). [ Investment Banking 2026 Global M&A Outlook](https://www.goldmansachs.com/what-we-do/investment-banking/insights/articles/2026-ma-outlook). [ Goldman Sachs Exchanges: Outlook 2026 Episode 1: The Big Picture](https://www.goldmansachs.com/insights/goldman-sachs-exchanges/goldman-sachs-exchanges-outlook-2026-episode-1-the-big-picture). [ Goldman Sachs Exchanges: Outlook 2026 Episode 2: Regional Perspectives](https://www.goldmansachs.com/insights/goldman-sachs-exchanges/goldman-sachs-exchanges-outlook-2026-episode-2-regional-perspectives). [ Goldman Sachs Exchanges: Outlook 2026 Episode 3: Assets and Allocation](https://www.goldmansachs.com/insights/goldman-sachs-exchanges/goldman-sachs-exchanges-outlook-2026-episode-3-assets-and-allocation). [ Will US Stocks Outperform in 2026?](https://www.goldmansachs.com/insights/goldman-sachs-exchanges/will-us-stocks-outperform-in-2026). [Read Report](https://www.goldmansachs.com/insights/goldman-sachs-research/macro-outlook-2026-sturdy-growth-stagnant-jobs-stable-prices "Read Report"). [Read Report](https://www.goldmansachs.com/insights/goldman-sachs-research/markets-outlook-2026-some-like-it-hot "Read Report"). [Read Report](https://www.goldmansachs.com/insights/goldman-sachs-research/equity-outlook-2026-tech-tonic-a-broadening-bull-market "Read Report"). [Read Report](https://www.goldmansachs.com/insights/goldman-sachs-research/commodity-outlook-2026-ride-the-power-race-and-supply-waves "Read Report"). [Read More](https://www.goldmansachs.com/insights/goldman-sachs-research/uk-outlook-2026-catching-down "Read More"). [Read More](https://www.goldmansachs.com/insights/goldman-sachs-research/euro-area-outlook-2026-cyclical-boost-structural-drag-unchanged-rates "Read More"). [Read More](https://www.goldmansachs.com/insights/goldman-sachs-research/japan-economic-outlook-2026-steady-fundamentals-policy-risks-ahead "Read More"). [Read More](https://www.goldmansachs.com/insights/goldman-sachs-research/global-fx-outlook-2026-different-dollar-downside "Read More"). [Your Privacy Choices](https://www.goldmansachs.com/insights/outlooks/2026-outlooks).
2026 Outlooks: Market and Economic Forecasts | Morgan Stanley
https://www.morganstanley.com/Themes/outlooks
### [2026 Global Outlook: A Strong Year for Risk Assets](/insights/podcasts/thoughts-on-the-market/global-economic-outlook-2026-cross-asset-perspective-seth-carpenter-serena-tang). **Seth Carpenter:** Yesterday, Serena, we discussed our views on the global economy, and today I'm going to turn the tables on you and start asking you questions about our market outlook and how to invest across regions and across asset classes. And this steepening will be very much driven by what happens in the two-year point – I think as markets continue to, we think, underpriced, future Fed easing and growth slow down tail risks. [Explore Episode](/insights/podcasts/thoughts-on-the-market/global-economic-outlook-2026-cross-asset-perspective-seth-carpenter-serena-tang). ### [2026 Global Outlook: Slower Growth and Inflation](/insights/podcasts/thoughts-on-the-market/global-economic-outlook-part-1-serena-tang-seth-carpenter). **Seth Carpenter:** We really think next year is going to be the global economy slowing down a little bit more just like it did this year, settling into a slower growth rate. Layer on top of that, the Fed who's been clearly willing to start to ease interest rates sooner than we thought at the time of the mid-year outlook – all comes together for a little bit better outlook for growth for 2026 in the U.S. [Explore Episode](/insights/podcasts/thoughts-on-the-market/global-economic-outlook-part-1-serena-tang-seth-carpenter).