At the start of 2026, many economists expected Growth to slow.
Since then, we’ve had tariffs, inflation concerns, conflict in the Middle East, oil volatility, and a new Fed Chair.
Yet the economy keeps growing.
In this episode, Bob Fraser and Ellis Hammond sit down with Belinda Román, Associate Professor of Economics at St. Mary’s University, to discuss what’s changed, what’s surprised her, and whether the economy is proving more resilient than investors expected.
We cover tariffs, inflation, consumer spending, interest rates, AI-driven productivity, recession risks, and what investors should be watching in the second half of 2026.
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