Evercore's Roger Altman: The economic outlook is good, but the K-shaped economy remains

分组1 - The economic outlook is positive, with expectations of 2.5% to 2.75% real growth for 2026, and inflation is trending down towards the Fed's 2% long-term target [11][12] - Wage growth is projected to exceed 3%, which may lead to real wage gains despite concerns about affordability for lower-income Americans [12] - The corporate profit outlook remains strong, indicating a disconnect between economic indicators and public perception [12] 分组2 - The administration has implemented a 15% across-the-board tariff under section 122 authority, which can be maintained for 150 days, with the weighted average tariff rate remaining around 13% [14] - Investment commitments from foreign countries related to tariff deals are under scrutiny, with indications that some countries may be delaying fulfillment of these agreements [15][16] - The Trump administration is expected to enforce these agreements rigorously, despite potential hesitations from foreign partners [17]