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Economy

Can the U.S. Remain an Economic Outlier? – Prepared Remarks Replay & Summary

January 15, 2026

Long-term interest rates in the developed world rose in 2025, with the exception of the US 10-year yield. Developed-world central banks are expected to hike rates in 2026, with the exception of the UK and the US. The developed world is reacting to an outlook of sticky inflation and continued growth. The US is facing higher-than-average inflation and much stronger growth than the rest of the world and wants to continue cutting rates. Can the US maintain this stance given the data, or will it face a backlash from the bond market?
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