
Growth to inflation: 4 things that may surprise in 2026
Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.

Hear our macro experts unpack cautious growth hopes, weak refund boosts and muted CapEx outside AI.
The skinny isn't ready yet — notes appear once the transcript is processed.