Economic Forecasts

U.S. Economic Forecasts Deutsche Bank forecasts resilient US growth through 2026 and 2027, but expects core inflation to stay well above the Fed’s 2% target and unemployment at 4.4%. Resilient growth sounds good, but persistent inflation might complicate rate cuts. Image: Deutsche Bank

Recession – Leading Economic Index (LEI) vs. U.S. GDP

Recession – Leading Economic Index (LEI) vs. U.S. GDP A recession isn’t on the radar for 2026, but the Conference Board’s Leading Economic Index keeps sliding, hinting that growth could still lose steam this year. The coming months may reveal how resilient the U.S. economy really is. Image: Real Investment Advice

U.S. Economic Forecasts

U.S. Economic Forecasts Deutsche Bank sees U.S. growth staying strong through 2028, with core inflation easing toward the Fed’s 2% target and job markets holding firm. Image: Deutsche Bank Click the Image to Enlarge

Tariffs Impact on YoY U.S. GDP Growth

Tariffs Impact on YoY U.S. GDP Growth Over the next three years, higher tariffs are expected to slow U.S. GDP growth by 1.7%, as they raise costs for consumers and businesses, fuel inflation, and drag on economic expansion. Image: Goldman Sachs Global Investment Research

Performance – Value vs. Growth

Performance – Value vs. Growth The U.S. market is experiencing outperformance in growth sectors driven by innovation and strong earnings, whereas value sectors dominate outside the U.S. due to slower earnings growth and differing economic dynamics. Image: Goldman Sachs Global Investment Research

Wage Growth vs. Fed Funds Rate

Wage Growth vs. Fed Funds Rate When wage growth lags behind the fed funds rate, it is interpreted as a sign that monetary policy is restrictive, as borrowing costs exceed the pace of income growth, potentially dampening consumer spending and economic activity. Image: Yahoo Finance

Consensus Estimated Margin Growth

Consensus Estimated Margin Growth Slower economic growth and rising costs are expected to lead to a decline in S&P 500 margin estimates later this year. Image: Goldman Sachs Global Investment Research