Economics power duo Jane Foley and Christian Lawrence return to discuss the first 12 months of the Trump administration and the 2026 outlook for economies in the US and Europe. As always, the conversation is far-reaching, touching on:

The AI boom and its impact on business operations and economic growth.
Inflation and the legacy of higher food, housing, and healthcare prices.
Interest rates, currencies, and the threats to an independent Federal Reserve.
The waning predictive power of consumer confidence surveys.
The incomplete and lasting impact of tariffs and Trump's challenge to the geopolitical order.
The impact of immigration policies on population growth and economic activity.

Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com

Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

The 2026 economic outlook