Brian Moynihan

speaker
391 appearances 9 recordings 3 series first heard Dec 2025 last heard 3 Jun

Brian Moynihan’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
7 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 9 in all, peaking in Jan 2026 with 7.

Appearances

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Happy holidays, David.
Good to see you again.
Look, as you look at our team, we have a great research team, as you know, David.
Their projection for 26 is a strong economy, 2.4% U.S.
GDP growth.
And that's strong not only on a relative basis to trend above 2%, which is the trend, it's strong that way, but it's also strong relative to the rest of the world in the sense that
It you see that other basically whether it's your way or Japan, other parts of the economy, you predict those to be flat down.
And so it's strong on an absolute basis relative to the United States history and strong on a relative basis to the other economies.
And that's because, frankly, the great American engine of capitalism consumers are driving it and the markets are valuing that future growth rate.
And that's why they've been very, very constructive this year.
You know, I think you'd have to get people to parse it.
But for this year, frankly, the investment's been building during the year and is probably a bigger contributor next year and the years beyond.
And so if you look at the data center build out, which is one of the ways that evidence itself, that's a big deal.
If you look at customer or client spending like us spending on AI, that's higher than it was last year.
But frankly, overall, spending levels are shifting towards that, not necessarily growing exponentially.
at a mid-single-digit rate type of number.
So I think that's part why the reason we feel constructive for next year.
We think AI spending continues.
We think there's benefits to the American taxpayer from tax rebates, lower taxes due to the tax bill going through and being effective for next year.
And we think the expensing and other bonuses for businesses are good.
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