Key Takeaways
- Most U.S. public finance (USPF) sectors will remain resilient in 2026 underscored by strong reserves and capable management teams that support creditworthiness despite lower economic growth (compared with 2025) leading to stagnant revenue trends and higher expenditures.
- Vulnerable sectors – higher education, public power, small water utilities, and K-12 public schools – could experience further credit quality deterioration from ongoing politicization of federal support, policy uncertainty, affordability pressures, and evolving demographics.
- Register at the link below for our sector outlook webinars that begin on Jan. 7, 2026, and occur throughout January.
Free registration required.
06-Jan-2026 | 09:51 EST