“[On 2026 US real GDP growth:] I think the lower bound is five. I think the upper bound is six-two [6.2%]... if we print six, the only country in the modern world that we think of as a quasi-peer competitor that has printed six is the Chinese. [Driven by AI-led productivity, deregulation and tax cuts.]”
Not resolvable until the full-year 2026 figure is published, but BEA data so far show real GDP growth of 2.1% annualized in Q1 2026 and 1.5% in Q2 2026 — far below the 5-6.2% range.