The World Bank just tightened its expectations for U.S. economic growth. They're now calling for 2.2% expansion in 2026, up from the 1.6% they predicted back in June. Meanwhile, 2025 is still penciled in at 2.1%.

Why does this matter? When central banks and international institutions shift their growth forecasts, it typically signals changing assumptions about interest rates, inflation trajectories, and risk appetite. A stronger growth outlook can cool expectations for aggressive rate cuts, which tends to strengthen the dollar and reshape capital flows across markets—including how investors position themselves in risk assets like crypto.

The upgrade suggests economists are seeing more resilience in the U.S. economy than they did a few months ago. That's worth paying attention to as we think about broader market dynamics heading into 2025 and beyond.