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Clearing Economic 'Noise,' Adding Stimulus & Ann Miletti's Top 6 Predictions for 2026

Clearing Economic 'Noise,' Adding Stimulus & Ann Miletti's Top 6 Predictions for 2026

Schwab Network · Schwab Network

December 16, 20256m 38s

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Show Notes

Ann Miletti believes there's "noise" in the last two months of economic data but see the economy in "pretty good shape" for 2026. On expectations for the next year, Ann sees CapEx spending increasing and stimulus adding to the consumer picture, bolstered by interest rate cuts from the FOMC. She gives her top 6 predictions for 2026, from an acceleration in SMID caps and M&A activity to seeing room to run in emerging markets.


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