Year of The Horse
Speeding Ahead Or Stumbling Backwards?
Countries Served
Actionable Insights
Retention Rate
The Year of the Horse will be a hinge point, as many of the policy questions raised in 2025 will be answered in 2026.
If we had to give that horse a name, we would call him “Special K.” This year, we will find out if “Special K” speeds ahead or stumbles backward. Will the K-shaped divergences resolve with a broader downturn? Or will the lagging areas of the economy (the labor market, freight, non-AI investment, low-income consumers) start to catch up? Alas, the former looks more likely from where we sit.
What’s Included in the Outlook?
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Yes. Subscribers receive email alerts as soon as new reports, strategy notes, or calls are released — so you’ll never miss an update.
You will be charged immediately upon the completion of your trial. Your subscription will then renew automatically based on the billing cycle you’ve selected (quarterly or annually), unless you cancel before the next billing date.
Yes. You can change your subscription level or cancel at any time through your account dashboard or by contacting our Sales team. For cancellations, your access will remain active until the end of your current billing period, and you won’t be charged again.
Right away. As soon as your payment is processed, you’ll receive a welcome email with login details and can start accessing reports, archives, and client resources immediately.
Yes. Subscribers receive email alerts as soon as new reports, strategy notes, or calls are released — so you’ll never miss an update.
You will be charged immediately upon the completion of your trial. Your subscription will then renew automatically based on the billing cycle you’ve selected (quarterly or annually), unless you cancel before the next billing date.
Yes. You can change your subscription level or cancel at any time through your account dashboard or by contacting our Sales team. For cancellations, your access will remain active until the end of your current billing period, and you won’t be charged again.
Right away. As soon as your payment is processed, you’ll receive a welcome email with login details and can start accessing reports, archives, and client resources immediately.
Yes. Subscribers receive email alerts as soon as new reports, strategy notes, or calls are released — so you’ll never miss an update.
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