Webinar

US industry 2026 outlook

17 February 2026

3 sessions:

17 February 2026 – 10.00am EST (New York)
17 February 2026 – 10.00am HKT (Hong Kong)
17 February 2026 – 12.00pm GMT (London)

online

AI infrastructure spending has dominated U.S. industrial output, creating a split between tech-focused sectors and the rest of the economy. Will this bifurcation persist into 2026, or are we on the cusp of a broad-based rebound across U.S. industry?

Join us to unpack:

Which industries are poised to benefit most from the AI investment boom?
How ripple effects could extend beyond tech into manufacturing, logistics, energy, and more
Key indicators to watch for a sector-wide acceleration in growth
Strategic implications for leaders, operators, and investors

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Speakers

Ahmed Abdelmeguid

Ahmed Abdelmeguid is a Senior Economist in our Global Industry group, working in conjunction with our US based macro forecast to produce US Industry Forecasts. Before working at Oxford Economics, he worked for 5 years as an Economist at the Bureau of Labor Statistics in the Current Employment Statistics State & Area division. He holds a degree in Economics and International Relations from Boston University and a Master of Arts in Economics and Finance from American University.

Senior Economist, Industry

Joe Monahan

Joe is an Economist on the Global Industry Service at Oxford Economics. He is responsible for the sectoral forecasts of the extraction sector. Alongside that, he works on a number of bespoke projects with a focus on the United States.

Before joining Oxford Economics, he worked for two years as a consultant at Applied Economics Consulting Group in Texas. Joe holds a MA and BA in Economics from the University of Texas at Austin. He is fluent in English, Spanish, and French.

Economist/Data Scientist