2026: The Year of the Gas Pedal
(and the Speed Limit)
Executive Summary
As 2026 begins, the Twin Engines of Growth—liquidity and productivity—are propelling the U.S. economy forward, while the bond market sets the pace by shaping inflation expectations and long‑term rates.
This is a year to seize early opportunities: focus on effective pricing for both high-income and low-income households, refinance balance sheets, and invest in technology-driven efficiency and cash‑producing AI infrastructure. Expect liquidity to increase in the first half, but remember, the “sugar high” will fade if inflation remains sticky or fiscal credibility falters. This year will likely bring broad economic growth early on, followed by a reality check later, so it’s important to structure your business and investment strategies to thrive whether growth accelerates or slows.
