These are the conclusions reached by the Organization for Economic Cooperation and Development

War will trigger the biggest inflation spike in the U.S. among the G7 countries

GDP in the U.S. <a href="https://www.bea.gov/news/2026/gdp-advance-estimate-4th-quarter-and-year-2025">grew</a> only 1.4% in the fourth quarter of 2025, while economists surveyed by Dow Jones expected the economy to expand by 2.5%, CNBC <a href="https://www.cnbc.com/2026/02/19/stock-market-today-live-updates.html">writes</a>. The release was delayed due to the shutdown of federal agencies. In the third quarter of 2025, the index <a href="https://oninvest.com/article/potrebitel-skie-rashody-obespecili-ekonomike-ssa-samyj-bystryj-prirost-za-dva-goda">expanded</a> by 4.4%, significantly beating forecasts.

US economic growth was much worse than expected, core inflation accelerated

GRAIL, Inc.

Opendoor Technologies Inc.

Copart, Inc.

Akamai Technologies, Inc.

RingCentral, Inc.

Apple Inc.

Deere & Company

Omnicom Group Inc.

Booking Holdings Inc.

EPAM Systems, Inc.

Occidental Petroleum Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: consumer spending data will increase volatility

Walmart Inc.

Carvana Co.

Figma

EBAY INC EBAY ORD

Etsy, Inc.

DoorDash, Inc.

Avis Budget Group, Inc.

NVIDIA Corporation

Amazon.com, Inc.

Global Payments Inc.

Madison Square Garden Sports Corp.

Moody's Corporation

Garmin Ltd.

Moderna, Inc.

Morning in New York: investors will focus on corporate news

U.S. retail sales in December 2025 unexpectedly remained flat in December, unchanged from November, indicating a slowdown in consumer spending and the economy as a whole ahead of 2026, Reuters <a href="https://www.reuters.com/world/us/us-retail-sales-unexpectedly-flat-december-2026-02-10/">notes</a>. Economists surveyed by the agency had expected a 0.4% increase in retail sales in December - a measure that mainly reflects sales of goods and is not adjusted for inflation.

U.S. retail sales in December fell short of expectations. What this means for the economy

The Coca-Cola Company

McDonald's Corporation

Ferrari N.V.

This week, two crucial sets of economic data will be released in the United States - a rare coincidence caused by the recent government shutdown. First, the Bureau of Labor Statistics (BLS) will release its January employment report, followed by the Consumer Price Index. Thus, attention will be paid to both parts of the Federal Reserve's dual mandate: maximizing employment on the one hand and price stability on the other, Barron's <a href="https://www.barrons.com/articles/jobs-report-consumer-prices-coca-cola-cvs-ford-mcdonalds-earnings-7c16ca85?mod=RTA#:~:text=This%20week%20brings,will%20be%20covered.">notes</a>.

US inflation, Ferrari and Coca-Cola earnings: what investors need to know this week

It's about US GDP growth in the third quarter of 2025 - data released late due to the US government shutdown last year

Consumer spending gave the U.S. economy its fastest gain in two years

Ramaco Resources, Inc.

Organogenesis Holdings Inc.

UiPath, Inc.

Sable Offshore Corp.

ServiceNow, Inc.

Asana, Inc.

Viking Therapeutics, Inc.

Novo Nordisk A/S

New York morning: shortened trading on Christmas Eve will go quietly

The delayed data released shows that the US economy experienced solid growth in the third quarter of 2025. Such results were achieved at the expense of consumer spending and business investment. However, since then, Reuters <a href="https://www.reuters.com/world/us/us-economic-growth-likely-remained-strong-third-quarter-2025-12-23/">points out</a>, the growth rate has likely slowed - amid the recent U.S. government shutdown and the rising cost of living.

U.S. economic growth in the third quarter exceeded expectations. What will happen next?

In this holiday-shortened trading week, investors will focus on the prospects for a <a href="https://oninvest.com/article/ralli-santa-klausa-nikogo-ne-udivit-glavnye-indeksy-ssa-vyrosli-vtoroj-den-podrad">"Santa Claus rally"</a> and will also keep an eye on the release of macroeconomic data in the U.S., including a preliminary estimate of third-quarter GDP for the world's largest economy, The Wall Street Journal <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-to-jan-2-u-s-data-in-focus-in-quiet-holiday-period-84a7f2ff?mod=central-banking_news_article_pos5#:~:text=Advance%2Destimate%20gross%20domestic%20product%20data%20for%20the%20third%20quarter%20on%20Tuesday%2C%20Dec.%2023%20will%20likely%20be%20the%20highlight">reported.</a>

US GDP data and stock market vacations: what investors need to know this week

The U.S. economy grew at an annualized rate of 3.8% in the second quarter, up from the previous estimate of 3.3%, the Bureau of Economic Analysis (BEA)<a href="https://www.bea.gov/?utm_source=chatgpt.com"> reported</a>. The revised pace was the fastest since the third quarter of 2023, Reuters<a href="https://www.reuters.com/business/us-second-quarter-gdp-growth-revised-sharply-higher-2025-09-25/"> calculated</a>. Analysts surveyed by the agency had expected no change. According to the Ministry of Trade, the main drivers for GDP were a reduction in the trade deficit amid a fall in imports and growth in consumer spending and business investment.

The U.S. economy grew at its fastest pace in nearly two years. How is Wall Street reacting?

By the end of August, the average duty rate on U.S. imports had reached its highest level since the height of the Great Depression in 1933

The economy has not yet felt the impact of US duties, the OECD said. When will the effect be felt?