About
The US economy enters 2026 running hot—but with shifting drivers under the hood. The presentation will unpack how AI-led investment, expansionary fiscal policy from the OBBBA, and still-supportive financial conditions are shaping the outlook for above trend growth, what risks could derail it, and how the Fed is likely to respond in the quarters ahead with a new Chair.
Speakers
Andrew Dubinsky
Senior US Economist, CIO Americas
UBS
Steven M. Fisher
Managing Director and Senior Analyst
UBS