In Episode 75 of “Market News with Rodney Lake,” Professor Lake, director of the GW Investment Institute (GWII), welcomes GWII Chief Economist and Program Associate Kathleen Hinman for the first Hinman Economic Report, a macro-focused discussion on key U.S. economic and market themes shaping the outlook for 2026. The episode examines the rebound in GDP to 3.8% in Q2, the continued resilience in consumer spending, and a modest rise in unemployment to 4.6%. Hinman and Lake also explore inflation dynamics, including falling oil prices, rising electricity prices driven by data centers, and the housing market’s sensitivity to mortgage rates. The conversation extends to equity market strength led by AI leaders such as Nvidia and AI-driven productivity gains, offering investors a forward-looking perspective on risks and opportunities heading into 2026.