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B
bea.gov
official
https://www.bea.gov/
[](https://www.bea.gov/)Toggle navigation. * [Data](https://www.bea.gov/data). * [by Topic](https://www.bea.gov/data/gdp). * [by Economic Account](https://www.bea.gov/data/economic-accounts). * [News](https://www.bea.gov/news). * [News Releases](https://www.bea.gov/news/current-releases). * [Release Schedule](https://www.bea.gov/news/schedule). * [For Journalists](https://www.bea.gov/news/for-journalists). * [About](https://www.bea.gov/about). * [Who We Are](https://www.bea.gov/about/who-we-are). ### [GDP (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 4th Quarter and Year 2025](https://www.bea.gov/news/2026/gdp-third-estimate-industries-corporate-profits-state-gdp-and-state-personal-income-4th). [Current Release](https://www.bea.gov/news/2026/gdp-third-estimate-industries-corporate-profits-state-gdp-and-state-personal-income-4th). ### [Personal Income and Outlays, February 2026](https://www.bea.gov/news/2026/personal-income-and-outlays-february-2026). [Current Release](https://www.bea.gov/news/2026/personal-income-and-outlays-february-2026). [View](https://www.bea.gov/news/2026/gdp-third-estimate-industries-corporate-profits-state-gdp-and-state-personal-income-4th). [View](https://www.bea.gov/news/2026/personal-income-and-outlays-february-2026). [View](https://www.bea.gov/news/2026/us-international-trade-goods-and-services-february-2026). [View](https://www.bea.gov/news/2026/us-international-transactions-and-investment-position-4th-quarter-and-year-2025). [U.S. Economy at a Glance](https://www.bea.gov/news/glance). [View Current Releases](https://www.bea.gov/news/current-releases). * [2026 News Release Schedule](https://www.bea.gov/news/schedule). #### [Journalists](https://www.bea.gov/news/for-journalists). ### [GDP (Third Estimate), Industries, Corporate Profits, State GDP, and State Personal Income, 4th Quarter and Year 2025](https://www.bea.gov/news/2026/gdp-third-estimate-industries-corporate-profits-state-gdp-and-state-personal-income-4th). [Read More](https://www.bea.gov/news/2026/gdp-third-estimate-industries-corporate-profits-state-gdp-and-state-personal-income-4th). ### [Personal Income and Outlays, February 2026](https://www.bea.gov/news/2026/personal-income-and-outlays-february-2026). [Read More](https://www.bea.gov/news/2026/personal-income-and-outlays-february-2026). ### [U.S. International Trade in Goods and Services, February 2026](https://www.bea.gov/news/2026/us-international-trade-goods-and-services-february-2026). [Read More](https://www.bea.gov/news/2026/us-international-trade-goods-and-services-february-2026). [Read More](https://www.bea.gov/news/blog/2026-03-30/delving-inside-global-value-chains-expanded-data-coming-soon). [Read More](https://www.bea.gov/news/2026/us-international-transactions-and-investment-position-4th-quarter-and-year-2025). ### [State Personal Income: More Than a Critical Economic Measure](https://www.bea.gov/news/blog/2026-03-23/state-personal-income-more-critical-economic-measure). [Read More](https://www.bea.gov/news/blog/2026-03-23/state-personal-income-more-critical-economic-measure). [Read More](https://www.bea.gov/news/blog/2026-03-16/continual-quest-improving-data-quality). [Read More](https://www.bea.gov/news/2026/gdp-second-estimate-4th-quarter-and-year-2025). ### [Personal Income and Outlays, January 2026](https://www.bea.gov/news/2026/personal-income-and-outlays-january-2026). [Read More](https://www.bea.gov/news/2026/personal-income-and-outlays-january-2026). ### [U.S. International Trade in Goods and Services, January 2026](https://www.bea.gov/news/2026/us-international-trade-goods-and-services-january-2026). [Read More](https://www.bea.gov/news/2026/us-international-trade-goods-and-services-january-2026).
S
spglobal.com
research
https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/1…
Top 10 Economic Insights for 2026 · 1. The US economy is not en route to a recession, with growth to be supported by a few key tailwinds. · 2.
R
rsmus.com
article
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%.
G
goldmansachs.com
article
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).
W
whitehouse.gov
official
https://www.whitehouse.gov/releases/2026/04/2026-economic-report-of-the-presi…
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D
deloitte.com
article
https://www.deloitte.com/us/en/insights/topics/economy/us-economic-forecast/u…
This reflects the sizable capital expenditure plans that AI “hyperscalers” have announced for this year.[4](https://www.deloitte.com/us/en/insights/topics/economy/us-economic-forecast/united-states-outlook-analysis.html#endnote-4)We now expect real business investment to grow by 4% in 2026—an acceleration from the second half of 2025. The federal deficit is expected to remain above 6% of GDP through 2030, exceeding the Congressional Budget Office’s (CBO) baseline expectation.[6](https://www.deloitte.com/us/en/insights/topics/economy/us-economic-forecast/united-states-outlook-analysis.html#endnote-6)The larger expected deficit is partially due to our lower forecast for net migration. Companies are attempting to reclaim tariffs they paid after the Supreme Court ruled that the tariffs imposed under the International Emergency Economic Powers Act are impermissible.[11](https://www.deloitte.com/us/en/insights/topics/economy/us-economic-forecast/united-states-outlook-analysis.html#endnote-11) Because we expect companies to recoup those funds, they are also likely to be more restrained in the near term when passing tariff costs on to consumers. The University of Michigan’s survey of inflation expectations in five years was 3.2% in March, down from 4.1% one year earlier.[12](https://www.deloitte.com/us/en/insights/topics/economy/us-economic-forecast/united-states-outlook-analysis.html#endnote-12). Stock markets have shown considerable strength, with the S&P 500 stock price continuing to grow at double-digit year-over-year rates at the time of this writing.[13](https://www.deloitte.com/us/en/insights/topics/economy/us-economic-forecast/united-states-outlook-analysis.html#endnote-13)Optimism around the potential of AI has boosted earnings and raised expectations of future growth.
I
imf.org
article
https://www.imf.org/en/publications/weo/issues/2026/01/19/world-economic-outl…
# World Economic Outlook Update. World Economic Outlook Update, January 2026: Global Economy: Steady amid Divergent Forces. #### Resilient growth as technology and adaptability offset trade policy headwinds. World Economic Outlook Update, January 2026: Global Economy: Steady amid Divergent Forces. Global growth is projected at 3.3 percent for 2026 and 3.2 percent for 2027, revised slightly up since the October 2025 World Economic Outlook. World Economic Outlook Update, January 2026: Projections Table. ###### World Economic Outlook Update, October 2025: Three Essential Questions. ###### Press Briefing: World Economic Outlook, October 2025. ###### World Economic Outlook, October 2025: Key Facts. ###### World Economic Outlook Update, October 2025: Three Essential Questions. ###### Press Briefing: World Economic Outlook, October 2025. ###### World Economic Outlook, October 2025: Key Facts. ###### World Economic Outlook Update, October 2025: Three Essential Questions. ###### Press Briefing: World Economic Outlook, October 2025. ###### World Economic Outlook, October 2025: Key Facts. Regional Economic Outlook Reports, All Regions.
A
am.jpmorgan.com
article
https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/m…
In addition, as I noted in an article last month entitled *“Why Stocks are Outperforming the Economy”*, the collective impact of structural changes such as increasing inequality, the rise of defined contribution retirement plans and embedded capital gains are pushing money into the stock market while deterring investors from cashing out. Not only is this very likely to cut estimated job growth in the year that ended in March 2025, but it will likely reduce job growth thereafter, an issue which we address when projecting monthly job gains for 2026 and 2027. We assume that this will reduce the effective tariff rate on goods from 11.0% entering 2026 to 7.5% by the end of the year, lowering inflation and boosting economic growth but also contributing to a deteriorating fiscal situation. However, we expect that lower tariff rates and fading fiscal stimulus in late 2026 cause CPI inflation to fall to 2.2% year-over year by the fourth quarter and to hover close to that level into 2027, allowing the Fed to finally achieve its 2% consumption deflator objective.