MTI raised its 2026 GDP forecast to 4.5%-5.5%, while UOB now projects 5.0% growth, expecting AI-linked capex and finance sector credit demand to support above-potential expansion despite tourism headwinds. "We upgrade our 2026 GDP growth forecast slightly to 5.0% (from 4.8% prev; 2027F: 3.2%), with AI-related tailwinds continuing to support growth in 2H26, although momentum in the semiconductor/electronics-related sectors could moderate." "Our baseline GDP growth projections remain relatively conservative, assuming below-trend growth of 0.5% q/q sa in both 3Q26 and 4Q26, implying 2H26 growth of 4.0% y/y (vs 1H26: 6.1%)." US growth is expected to remain resilient on AI-related investment, although softer consumption amid sustained inflationary pressures could weigh on 2H growth." "Growth is likely to run significantly above potential amid structural AI-related tailwinds, supported by the carryover from strong 2025 (5.0%) GDP growth."