Answer:
United States economy helped propel all their allied war capabilities through lend lease programs and hindered axis economic capabilities through strategic embargo of key resources such as oil. American lend lease program to Soviet Union contained shipping of logistics equipment, machinery, trucks which all made Soviet Union have a chance at more reliable and sustained defence. Without this equipment Germany could have potentially met their time goals faster and reach key cities faster and meet less resistance. While it's highly doubtful for Germany to be able to occupy all Soviet Union but it would probably be easier for them to control the actual gains. it could lead to eventual peace where Soviet Union would secede western territories. With loss of pressure from Soviet Union, Japan would have easier time in China and South East Asia, would make invasion of Japan harder.
Defeat of Axis powers would probably be still achieved after development of the nuclear bomb but forcing them into same surrender as in our timeline wouldn't be as straightforward.
I still think allies would win but cost will be higher and it will take way longer. Post war Europe would look very different as Soviet aligned states would probably not emerge