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Fiscal expansion to propel US economy in multispeed world
- Investment Management
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- 23.01.26
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AI-led capex and fiscal expansion could keep the US economy on the front foot in 2026 – but tariffs and inflation risks may widen regional divergence. In Investment Week’s latest Global Outlook Portal, T. Rowe Price shares its macro outlook for the year ahead, covering: • How AI-related capex incentives and late-2025 rate cuts could support US growth in 2026 • Why high debt levels and inflationary policies may limit how far the Fed can ease • What tariff front-loading could mean for eurozone manufacturing — and how the ECB may respond • Where risks and resilience sit across the UK,...