This report provides an extended analysis that is intended for decisions makers for investments and risk management that provides a roadmap to understand and navigate successfully the economic conundrum that the US and global economies will be facing in 2026. It also outlines the main factors for investment and risk managers to set scenarios for possible outcomes.
By reading the report you'll understand:
Why treasury yields are set to drop in 2026.
Why we expect disinflation in 2026.
Why $20 oil prices in 2026 are a serious possibility.
The main internal and external risks to the US economy in 2026.
The risk of a housing market crisis.
Why the stock market is in a 2000s-style bubble.
Why investors should prepare for a high volatility (risk-off) environment.
All Sales are final and non-refundable
Package price: $1000 + VAT (23%)
Important: After purchasing the product you'll receive a receipt email with the download instructions. In case you don't receive an email, please check your "Spam or Junk" folder before contacting us.
Contents of the package
- Full Report on the outlook for the US Economy in 2026.
This report is an extensive analysis that provides insights into the outlook for the US economy in 2026. The report investigates the impact of the changes in economic policies by the new Trump administration in 2025, as well as the main drivers for the US economy during 2026.
By understanding the underlying economic trends and the expected acceleration of the implementation of the new migration and economic policies, we identify the main risks facing the US economy in 2026, which indicate a high risk of an economic slowdown or recession unfolding. Additionally, we identify external risks to the US economy that if combined with the internal risks could lead to a deep and protracted recession.
This report provides an extended analysis that is intended for decisions makers for investments and risk management that provides a roadmap to understand and navigate successfully the economic conundrum that the US and global economies will be facing in 2026. It also outlines the main factors for investment and risk managers to set scenarios for possible outcomes.
With this report at hand, instead of being adrift and navigating blind through the noise and drama of the economic turmoil that is likely to unfold in 2026, our readers will be better positioned to anticipate and take action of the unfolding risks and opportunities.
- Executive presentation with the main conclusions of the report.
Typically, top level executives do not have the time to read the detailed report.
The executive presentation is targeted to decision makers at institutions, family offices and high net-worth individuals. It provides them a short summary of the main findings within the report and their implications to their businesses and assets.
For further granularity on each of the important research findings and their impacts on asset markets and the economy, the full report provides the core reference material.
- Presentation video with commentary by Edward Dowd and Carlos Alegria .
To give a personal context on the report, Carlos Alegria and Edward Dowd prepared a video that goes through the presentation and its main findings. The authors explain the process that led to writing of the report and why some urgency is needed at this time.
The scenario outlined in the report has a high risk of being realized and consequently should be taken into consideration by top decision makers at a variety of institutions. The full report provides more than an outlook for the US economy in 2026, it provides a navigation map for the likely incoming economic ordeal.
All Sales are final and non-refundable
Package price: $1000 + VAT (23%)
Important: After purchasing the product you'll receive a receipt email with the download instructions. In case you don't receive an email, please check your "Spam or Junk" folder before contacting us.
Book a Private Session with the authors
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.
Preview Video
The flyer below provides a 1-page summary and links to the full report package on the US economy outlook for 2026.
A short preview video can be found below.
Preview Video
US Economy 2026 outlook - Flyer
The flyer below is a PDF for sharing. It provides links to the product webpage and direct link to the store for purchase.
All Sales are final and non-refundable
Package price: $1000 + VAT (23%)
Important: After purchasing the product you'll receive a receipt email with the download instructions. In case you don't receive an email, please check your "Spam or Junk" folder before contacting us.