Webinar

US Key Themes 2026 – Exceptionalism amid fragmentation

9 December 2025 – 12.00am EDT (New York)

online

US exceptionalism is alive and well, and that won’t change next year.

We expect the economy to outperform consensus expectations, supported by wealth effects, AI- and non-AI-related business equipment spending, and solid productivity growth. As such, we’ve identified four key themes for the economy next year.

This webinar is being held on our new platform, ON24. If you do not receive your confirmation email, please check your junk and spam folders.

Speakers

Ryan Sweet

Ryan Sweet is the Global Chief Economist|Managing Director at Oxford Economics where he helps shape and coordinate the team’s global economic analysis and forecasting. Previously, Ryan was the Chief US Economist and led a team that was among the most accurate high-frequency forecasters of the economy.

Prior to joining Oxford Economics, Ryan spent 17 years at Moody’s Analytics as a member of the U.S. macroeconomics team and was also a co-host of the Inside Economics podcast. Ryan has also been an adjunct professor in the Economics and Finance Department at West Chester University of Pennsylvania.

Ryan received a master’s degree in finance from John’s Hopkins University, a master’s degree in economics from the University of Delaware, and a bachelor’s degree in economics from Washington College.

Managing Director - Macro Forecasting and Analysis

Bernard Yaros

Bernard is a Lead US Economist at Oxford Economics. He was previously an Assistant Director at Moody’s Analytics, where he analyzed the U.S. economy, focusing on federal fiscal policy. His work on the federal government has been widely cited by the media, members of Congress, and even the White House.

Bernard holds a Master’s degree in Economics from the Barcelona School of Economics and a B.A. in Political Economy from Williams College.

Lead US Economist