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Nomura: US Economy Expected to Grow 2.5% in 2026 Driven by AI Investment
Summary: According to sources, Nomura Securities' Chief Economist for Asia ex-Japan, Robert Subbaraman, stated that the US economy is expected to remain strong, with a growth rate of 2.5% in the first half of 2026. He attributes this outlook to the ongoing AI investment boom and fiscal expansion. Subbaraman predicts that the Federal Reserve will maintain ...
According to sources, Nomura Securities' Chief Economist for Asia ex-Japan, Robert Subbaraman, stated that the US economy is expected to remain strong, with a growth rate of 2.5% in the first half of 2026. He attributes this outlook to the ongoing AI investment boom and fiscal expansion. Subbaraman predicts that the Federal Reserve will maintain interest rates in December, but the baseline view is for rate cuts in March, June, and September 2026. Consumer inflation may stay around 3%, but could rise if financial conditions and liquidity increase.
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Link: Nomura: US Economy Expected to Grow 2.5% in 2026 Driven by AI Investment [Copy]
