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California  + Los Angeles  + Finance  | 

UCLA Anderson Sees U.S. Economy Recovering in Mid-2026, California in Late 2026

Growth in the U.S. economy will recover in mid-2026 and reach 2% by the fourth quarter of 2026, a faster pace of recovery than previously projected, UCLA Anderson School of Management said in its latest quarterly forecast. The California recovery will begin later, getting underway late next year and accelerating in 2027.

The UCLA Anderson Forecast noted that throughout the past summer, “the U.S. economy endured inflection points that included a decline in payroll employment in June, a rising trajectory for inflation and Federal Reserve Chairman Jerome Powell’s announcement of a change in monetary policy.” The so-called “Powell Pivot” shifted the Fed’s focus to a stronger emphasis on its employment mandate relative to its inflation mandate

“For the California economy to grow faster than the U.S. economy, as it is accustomed to do, durable goods manufacturing — including aerospace and technology-laden sectors — will have to rebound strongly,” according to the forecast.

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About Paul Bubny

Paul Bubny serves as Senior Content Director for Connect Commercial Real Estate, a role to which he brings 16-plus years’ experience covering the commercial real estate industry and 30-plus years in business-to-business journalism. In this capacity, he oversees daily operations while also reporting on both local/regional markets and national trends, covering individual transactions across all property types, as well as delving into broader subject matter. He produces 7-10 daily news stories per day and works with the Connect team and clients to develop longer-form content, ranging from Q&As to thought-leadership pieces. Prior to joining Connect, Paul was Managing Editor for both Real Estate Forum and GlobeSt.com at American Lawyer Media, where he oversaw operations at both publications while also producing daily news and feature-length articles. His tenure in B2B publishing stretches back into the print era, and he has served as Editor in Chief on four national trade publications. Since 1999, Paul has volunteered as the newsletter editor of passenger rail advocacy groups (one national, one local).

  • ◦Economy
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