Brian Colton, Chief Economist at Fitch Ratings, and Cedric Chayab, Chief Economist at BMI, dive into a macro outlook for 2026. They discuss how fiscal and monetary stimuli helped buffer tariff shocks from 2025. The duo reflects on IMF insights, including the excitement surrounding AI-driven investments, and concerns about equity bubbles. They also analyze China’s economic vulnerabilities and a potential strong dollar. The conversation highlights critical tensions for the Fed regarding inflation and labor, and what these factors mean for the global economic landscape.
