Bank of America's Aditya Bhave shares his 2026 economic outlook
美国银行美国银行(US:BAC) Youtube·2025-12-31 06:17

Joining me now is Aditia Bave, senior US economist at Bank of America. Aditia, welcome. So, what happens to concerns about a K-shaped economy in 2026 and this theme of affordability in the political discourse.>> Thank you. Good evening. So, let's start by talking about our forecast for next year.As you noted, we're quite optimistic. Five tailwinds. What are they.First, fiscal policy. We think the stimulus from the big beautiful bill for capex for consumers adds 3 to 410 to GDP growth next year. Second, the ...