Report
Published February 10, 2026
Credit & Economic Trends Economic & Market Insights
After outperforming expectations in 2025, the U.S. economy heads into 2026 with momentum - and meaningful risks. This Macro Moment explores the forces shaping the year ahead, from AI-driven growth and consumer resilience to evolving credit conditions and labor market uncertainty, helping leaders prepare for what’s next. Key takeaways include:
- The economic signals that mattered most in 2025 - and why they still matter
- How AI, consumers, and credit conditions are shaping 2026
- Where risks remain and what to watch in the labor market
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