On January 21st, TAG Associates welcomed Steve Blitz of TS Lombard for our State of the Markets & Outlook for 2026 webinar. Steve discussed early year growth risks, the path of inflation, resilience and fragility of the U.S. consumer, and how capital spending is reshaping productivity.
In the following clip, Steve explains why inflation is likely to worsen before it improves, driven by lagging effects in employment and corporate profits.