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James Knightley
Chief international economist at ING based in New York, providing macroeconomic outlooks and analysis on employment, inflation, growth, and policy for investors.
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Jan 5, 2026
• 43min
The Year Ahead: Making Sense of the Economic Outlook
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James Knightley, Chief International Economist at ING, shares bold economic predictions, focusing on factors shaping the U.S. outlook through 2026. He anticipates growth rates of 2–2.5% and converging inflation towards 2%. Knightley discusses concerns about weak job creation and wage pressure, while emphasizing the need for better income policies for robust GDP growth. He also explores the impact of labor shortages and reshoring, highlights shifts in global trade dynamics, and warns of potential equity corrections affecting consumer spending.
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