Strong Atlanta Fed GDPNow nowcasts holding near 3.6% for Q3 2026 have anchored trader consensus on the ≥3.0% outcome at 68.5% implied probability. Recent data releases show resilient personal consumption expenditures accelerating to around 3.6% annualized alongside firm equipment and intellectual property investment tied to AI infrastructure buildout, more than offsetting drags from net exports and modest inventory adjustments. Upward revisions to Q2 growth to 2.2% and stable labor market conditions with unemployment near 4.2% have reinforced expectations ahead of the BEA advance estimate on October 29. Sticky core inflation readings and potential Federal Reserve policy responses introduce some uncertainty around the upper end of the range, yet market-implied odds reflect capital-weighted sentiment favoring above-trend expansion.