Page Summary: Equities drop but S&P earnings resilient for now Global markets are recalibrating as higher energy prices shift the macro

Bank Of America S Aditya Bhave Shares His 2026 Economic Outlook - Main Summary

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Bank of America's Aditya Bhave shares his 2026 economic outlook
Aditya Bhave, Senior US Economist at Bank of America
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No need to panic about a recession just yet, says BofA's Aditya Bhave
This is a 'very, very impressive' GDP report, says BofA Securities’s Aditya Bhave
Outlook 2026: Expert views on equities and the economy
Fast tax refunds and slow payments prolong stimulus, esp for high-income
We expect Q4 to be meaningfully softer than Q3, says BofA's Aditya Bhave
Aditya Bhave on the Strength of the Consumer Amid Conflicting Economic Factors
The potential new Fed chair
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Bank of America's Aditya Bhave shares his 2026 economic outlook

Bank of America's Aditya Bhave shares his 2026 economic outlook

Read more details and related context about Bank of America's Aditya Bhave shares his 2026 economic outlook.

Aditya Bhave, Senior US Economist at Bank of America

Aditya Bhave, Senior US Economist at Bank of America

Read more details and related context about Aditya Bhave, Senior US Economist at Bank of America.

The war takes a toll on growth; but more on economic than earnings

The war takes a toll on growth; but more on economic than earnings

Equities drop but S&P earnings resilient for now Global markets are recalibrating as higher energy prices shift the macro

No need to panic about a recession just yet, says BofA's Aditya Bhave

No need to panic about a recession just yet, says BofA's Aditya Bhave

Read more details and related context about No need to panic about a recession just yet, says BofA's Aditya Bhave.

This is a 'very, very impressive' GDP report, says BofA Securities’s Aditya Bhave

This is a 'very, very impressive' GDP report, says BofA Securities’s Aditya Bhave

Read more details and related context about This is a 'very, very impressive' GDP report, says BofA Securities’s Aditya Bhave.

Outlook 2026: Expert views on equities and the economy

Outlook 2026: Expert views on equities and the economy

Read more details and related context about Outlook 2026: Expert views on equities and the economy.

Fast tax refunds and slow payments prolong stimulus, esp for high-income

Fast tax refunds and slow payments prolong stimulus, esp for high-income

Read more details and related context about Fast tax refunds and slow payments prolong stimulus, esp for high-income.

We expect Q4 to be meaningfully softer than Q3, says BofA's Aditya Bhave

We expect Q4 to be meaningfully softer than Q3, says BofA's Aditya Bhave

Read more details and related context about We expect Q4 to be meaningfully softer than Q3, says BofA's Aditya Bhave.

Aditya Bhave on the Strength of the Consumer Amid Conflicting Economic Factors

Aditya Bhave on the Strength of the Consumer Amid Conflicting Economic Factors

"The consumer might stumble, but the consumer will not fall. It's very, very hard to bet against the U.S. consumer."

The potential new Fed chair

The potential new Fed chair

Read more details and related context about The potential new Fed chair.