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Book a Private Session with the authors

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1h 1-on-1 Session

Our US economy outlook for 2026 is pointing to serious risks of a severe recession as outlined in our detailed report. The implications are profound for asset markets and investments.
We are available to give our personal insights into the scenarios that we anticipate could unfold during 2026.
The private session is aimed to help top level decision makers have adequate information in navigating of upcoming turbulence.

Personal Insights

The report on the US economic outlook for 2026 is a comprehensive analysis into the most important factors that will drive the economy in 2026.

Our economic outlook is sobering. We see the risk of a severe economic slowdown ahead due to a convergence on internal and external risks. Within the US, an increased rate of deportations could unravel the housing market at the time the stock market is in bubble territory with valuation similar to 2000. Externally, China's ongoing real estate crisis could develop into a full-blown economic crisis in 2026, with spillover effects across the world.

By meeting with us on a personal level, you can have a clearer understanding of the dangers ahead, our own personal views and additional factors that are not covered by the report.