Join our daily newsletter At The Bell to receive exclusive market insights
This week on Money and Investing, Mitch Olarenshaw and I take a close look at the United States economic outlook for 2026, breaking down the key forces shaping markets and what they may mean for investors.
1. Inflation and Interest Rates
Inflation remains the main pressure point. We look at how rising or falling prices can change interest rate policy, slow or support growth, and affect everyday households as well as businesses.
2. Energy Costs and Tariffs
Energy prices act like a hidden tax. We talk through oil supply, geopolitics, and how tariffs may shift costs, trade flows, and investment decisions across the US economy.
3. Productivity, AI, and Growth
AI is changing how businesses operate. From data centres to automation, we discuss where productivity gains may come from, and the challenges of adapting workers and industries to new technology.
4. Jobs, Housing, and Consumer Spending
Employment remains strong, but pressures exist across blue-collar sectors. We also cover fixed-rate mortgages, housing starts, and how lower or higher borrowing costs can change spending.
5. Market Valuations and Sectors to Watch
We unpack earnings growth, stock valuations, and sectors that may hold opportunity, including technology, utilities, industrials, and financials, plus the risks that investors need to be mindful of.
For more Info about Money and Investing, you can go to the podcast; The Wealth Playbook: Your Ultimate Guide to Financial Security; and The Wealth Playbook by Andrew Baxter – Audiobook, which is on Audible.
Join the discussion. See what’s trending right now on Australia’s largest stock forum and be part of the conversations that move the markets.
Disclaimer: Wealth Magnet Pty Ltd (ABN 52 618 868 830) trading as Australian Investment Education is a Corporate Authorised Representative (CAR no. 1255231) of Grange Financial Services Pty Ltd (AFSL No. 488609).
The material provided in this article is for information only and should not be treated as investment advice. Viewers are encouraged to conduct their own research and consult with a certified financial advisor before making any investment decisions. For full disclaimer information, please click here.
