The global economic outlook for 2026 is explored through conversations with Goldman Sachs regional experts. David Mericle, Chief US Economist, anticipates strong US growth, driven by fiscal stimulus and easing financial conditions, though the labor market presents uncertainty. Andrew Tilton, Chief Asia-Pacific Economist, highlights China's competitive manufacturing sector and technological advancements as key tailwinds, while acknowledging the property downturn's drag on consumer demand. Jari Stehn, Chief European Economist, points out Europe's structural weaknesses amid rising competition from China, but expects cyclical improvement due to expansionary fiscal policy in Germany and fading trade tensions. The experts also discuss implications for the Federal Reserve, the European Central Bank, and the Bank of England.
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