An Updated Outlook for the U.S. Economy
From Notes on the Week Ahead by Dr. David Kelly
March 9, 2026 · 10 min · Episode 333
About this episode
Dr. David Kelly revisits the economic outlook for the U.S. in light of recent significant events and data changes.
Three weeks ago, I wrote an article entitled Detangling Solution for the Economic Outlook in which I outlined a baseline forecast for 2026 and into 2027, amidst many distortions and entanglements in economic data and trends. So much has happened since then, including a raft of new economic numbers, the Supreme Court’s decision on IEEPA tariffs, and, most seriously, the start of an all-out war in the Middle East, that it makes sense to go through the exercise again, or, as the marketers of hair products might say, “rinse and repeat”.
People in this episode
Host: Dr. David Kelly
Topics covered
- U.S. economy
- economic outlook
- economic data
- tariffs
- Middle East conflict
Keywords
- U.S. economy
- economic forecast
- tariffs
- Middle East war
- economic data
Mentioned in this episode
Organizations: Supreme Court
Books & works: Detangling Solution for the Economic Outlook
More episodes of Notes on the Week Ahead
- Investing in a Divergent Economy · June 1, 2026 · 13 min
- Five Scenarios for the Federal Debt · May 25, 2026 · 17 min
- Quarter Days and the Economic Outlook · May 4, 2026 · 15 min
- AI, Inflation and Interest Rates · April 20, 2026 · 12 min
- The Latest News and the Economic Outlook · April 13, 2026 · 12 min
- The Receding Tariff Tide · March 30, 2026 · 11 min
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