The Market Risk Investors May Be Missing: Stronger Growth Ahead
Barrons·2026-01-02 19:07
Core Viewpoint - Markets are currently positioned for a soft landing, but there are concerns that pent-up demand and renewed fiscal spending could lead to higher growth and inflation than anticipated [1] Group 1 - Strategists are warning that the combination of pent-up demand and increased fiscal spending may push economic growth beyond expectations [1] - The potential for inflation to rise due to these factors is also highlighted, indicating a need for careful monitoring [1]