Issue 67: 2H 2026 Headwinds
- Sharmila Whelan
- Jun 11
- 1 min read
11 June 2026
The biggest headwind is the consumer. The key uncertainty is how households respond to higher living costs amid slowing real wage growth and elevated economic and geopolitical uncertainty. Everything hinges on how quickly the US and Iran can move from tit-for-tat military strikes to a binding peace agreement
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