The U.S. Treasury Secretary just dropped his 2026 outlook, and it's bullish on the economy. More jobs are coming, real incomes should climb, and growth is expected to stay strong without triggering inflation. Oh, and taxpayers might see fatter refunds hitting their accounts in Q1. Whether these predictions hold up or not, they're setting the tone for how institutions might position themselves in the coming year. Worth watching how this plays out across all asset classes.