Get the critical insights from our Key Themes publications as we break down the major economic forecasts for 2026. This episode explores the predicted US exceptionalism amid fragmentation, where the economy is expected to outperform consensus expectations and continue to reap the benefits of increases in AI spending. We discuss how this growth will occur alongside a potentially jobless expansion.In stark contrast, we examine the outlook for the Eurozone, which is forecast for dull growth as ambition meets reality. We explain why the Eurozone will not benefit from the tech investment surge seen in the US and how the Second China shock will increasingly define European policy.Finally, we turn to Latin America, where economies are expected to lose momentum next year as domestic demand weakens. We analyze the impact of slower trade, the risk posed by sticky services prices, and why fiscal-sustainability concerns will persist as most 2026 budgets won't stabilize debt ratios.Tune in to understand the key themes—from the USMCA renegotiation to the focus of central banks on growth in LatAm—that will shape the global economy next year.