The Big Picture: Forget the Slowdown – Why the Economy Might Accelerate in 2026

December 2025 – John Fekete (Head of Tradeable Credit at Crescent) and Dec Mullarkey, CFA (Managing Director, Investment Strategy & Asset Allocation at SLC Management) break down the forces shaping the macro landscape – from shifting rate policy, stubborn inflation and fiscal tailwinds to credit-market strength, AI-driven productivity, and global trends.