Inside Economics Podcast #299- The (Not So) Great Wealth Transfer | 30 Sept 2026 | Moody's

1. Executive Briefing (TL;DR)

• 2025–2028 Macro Growth Baseline: Real U.S. GDP growth is projected at 2.2% in 2026, 2.2% in 2027, and 2.1% in 2028, tracking potential growth driven by baseline consumer spending and persistent AI capital expenditure [00:04:09].
• The "Three Rs" Macro Framework: The current macroeconomic paradigm is defined by Resilience (durable consumer and AI-driven business spending), Restraint (accelerating energy/diesel inflation and labor pool contraction), and Realignment (shifting trade flows and AI token expenditure redirection) [00:04:38].