February 9, 2026 Market Commentary
Onshoring is one of our Top 10 Investment Themes for 2026.
Onshoring is one of our Top 10 Investment Themes for 2026.
The resilient U.S. economy is getting a boost from consumer spending and business investments in artificial intelligence (AI).
The services category in the recent GDP report delivered a big upside surprise, helping stoke the stronger than consensus 4.3% increase in third-quarter GDP.
The Department of Labor recently published inflation data that indicated pricing pressures remain under control.
We are raising our GDP estimates for 2025 and 2026. The $30 trillion U.S. economy remains on course, powered by corporate investments in artificial intelligence and outsized spending by the wealthiest households.
Real GDP grew at a revised 3.8% in the second quarter according to the third estimate from the Bureau of Economic Analysis (BEA).
