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U.S. Analysis

Five themes for the US economy in 2026: Stagflation lite exacerbates growing K-shape divergence

November CPI – a gift for Fed Doves but proceed with caution

FOMC Decision: Fed ends 2025 with a cut but dissent reflects growing divide

US Employment Report: The fog is clearing but crosswinds persist

How household wealth is helping drive consumption in the US

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Five themes for the US economy in 2026

We’re looking ahead to what’s important for the U.S. economy in 2026. There are five key themes we see shaping structural and cyclical forces. RBC Economics’ Frances Donald explains our outlook.

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