Beyond the Tariffs: How Resilient U.S. Demand Is Propelling Global Growth

Beyond the Tariffs: How Resilient U.S. Demand Is Propelling Global Growth

Global markets in 2026 are stuck in a paradox: trade barriers and tariff pressures persist , yet the overall world economy remains unexpectedly resilient — and a core reason is robust U.S. domestic demand and consumption . This resilience, confirmed by the latest growth forecasts and corporate reports, is now a central pillar of investor confidence and strategic asset allocation globally.  A Surprising Engine of Growth: U.S. Demand Beats Expectations Despite ongoing trade policy friction, the United States has emerged as a primary driver of global economic momentum . In its latest Global Economic Prospects update, the World Bank raised its forecast for 2026 global GDP to 2.6%, noting that about two-thirds of the upward revision stems from stronger-than-expected U.S. activity . This contribution is not merely academic — it describes consumption behavior, corporate investment, and labor market dynamics that transcend borders. U.S. households continue to spend, borrow, and invest even as tari…