US Q2 2026 Macro Outlook: Fiscal Shock, Sticky Inflation, and a Fed at the Crossroads

from Global Equity Research (Feed Disabled) · host Softgate Capital

A deep-dive on the U.S. macro backdrop in Q2 2026, covering the fiscal impulse from the OBBBA, persistent inflation pressures, labor-market bifurcation, Federal Reserve leadership transition, trade-policy risk, and what it all means for growth, rates, and markets. Download the full report at softgatecapitalresearch.com.

Episode metadata supplied by the publisher feed · Published Mar 19, 2026

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US Q2 2026 Macro Outlook: Fiscal Shock, Sticky Inflation, and a Fed at the Crossroads

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