普徕仕集团：2026年全球市场展望报告（英文版）

AI‑related capital expenditure (capex) has significantly boosted U.S. growth in 2025, and the capex incentives in the “One Big Beautiful Bill Act” (OBBBA) should only strengthen that tailwind next year. The beneficial effects of the Federal Reserve’s (Fed) late‑2025 rate cuts will add to the U.S. economy’s health in 2026. The labor market may be able to pull out of its stalemate between a low level of jobs added and minimal layoffs, moving toward expansion. But inflation remains an over