US Q2 2026 Macro Outlook: Fiscal Shock, Sticky Inflation, and a Fed at the Crossroads

A deep-dive on the U.S. macro backdrop in Q2 2026, covering the fiscal impulse from the OBBBA, persistent inflation pressures, labor-market bifurcation, Federal Reserve leadership transition, trade-policy risk, and what it all means for growth, rates, and markets. Download the full report at softgatecapitalresearch.com.