Edward Yardeni“Our odds of a severe correction or a bear market, triggered by either recession fears or an actual recession, remain low at 20%.”Jan 01, 2026
Scott Anderson"Recession risks over the coming year have eased modestly as tariff rates have dropped and the Fed has resumed their rate cuts to stabilize the U.S. labor market."Jan 08, 2025
The Vanguard Group“We expect strong capital investment to remain a principal strength in the year ahead, supporting GDP growth above 2% in 2026.”Jan 14, 2026
Torsten Slok"It is indeed the case that this stagflationary scenario is beginning to become more the issue that we had in the last few months, and we are beginning to turn more optimistic on the outlook as we look into 2026."Jan 10, 2026
Terry Lane"Most economists expect the U.S. economy to grow in 2026, thanks to the effects of the “One Big, Beautiful Bill” Act and increased AI spending. "Dec 31, 2025
Bloomberg"Even the most bearish firm — BCA Research, which warns of a potential US recession — stays neutral on stocks for now on the tailwind of AI’s huge capital expenditure."Jan 01, 2026
The Street"Bank of America forecasts stronger‑than‑expected economic growth in 2026, though the bank also acknowledges its prediction is more optimistic than consensus.” Dec 29, 2025
Deloitte"Although the contraction in business investment is significant, it is considerably smaller than contractions seen in previous recessions. "Jun 25, 2025