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piraeusgroup.gr
research
https://www.piraeusgroup.gr/en/research/diethnis-oikonomia-kai-agores/Global-…
In China, the most recent economic data point to a marked slowdown, exceeding expectations. War-related uncertainty is weighing on domestic demand, as reflected in the unusually subdued pace of retail sales growth and the low level of inflation. This picture is unlikely to change in the period ahead, as weaker external demand will probably temper export growth, while no meaningful improvement is yet visible in the property market.
" name="og:description">Global Macro Trends [...] In China, the most recent economic data point to a marked slowdown, exceeding expectations. War-related uncertainty is weighing on domestic demand, as reflected in the unusually subdued pace of retail sales growth and the low level of inflation. This picture is unlikely to change in the period ahead, as weaker external demand will probably temper export growth, while no meaningful improvement is yet visible in the property market.
" name="description">Global Macro Trends [...] Although the armed conflict in the Middle East is approaching its third month, a sustainable resolution does not yet appear within reach. The parties involved are weighing their respective strengths and weaknesses, attaching critical importance to control of the Strait of Hormuz. With neither military operations nor diplomacy producing tangible results so far, uncertainty surrounding the global economy and financial markets remains elevated. Consequently, the prospect of transitioning into a
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youtube.com
video
https://www.youtube.com/watch?v=aZB7vcVXCVc
[3:59] Tennis increased dominance is one of these relatively predictable macro trends. So, I'm pretty confident in this prediction, [music]
[4:06] giving it an 80% probability. But importantly, I don't know which of these sectors the Chinese will dominate next
[4:14] year. A lot of China's incredible industrial successes are the result of the country getting richer. When Europe got rich, when Japan got rich, when [...] [10:01] become for democracies to lower pensions. Given that more and more voters receive these pensions or will do
[10:09] so soon, [music] global public debt compared to GDP in advanced economies is now higher than it was during the First World War at levels only seen during the
[10:18] times of Napoleon. Therefore, I think there's an 85% chance that just like last year, several high debt, rapidly [...] [3:12] smartphone industry, ship building industry, battery industry, drone industry, and car industry, China will challenge previously untouchable Western giants like Elon Musk's Space X in 2026.
[3:24] Yes, Elon, sorry, it's happening again.
[3:27] When Tesla entered the Chinese market in 2018, it was the most advanced EV company by far. But now it's playing catch-up with hundreds of Chinese car
C
capitaleconomics.com
article
https://www.capitaleconomics.com/blog/five-macro-themes-will-shape-world-2026
The upshot is that economic growth is likely to remain weaker than most anticipate. Our China Activity Proxy suggests the economy is currently growing by around 3% y/y – we expect a similar pace of expansion in 2026. At the same time, the imbalance between supply and demand is likely to cause China’s trade surplus to expand rather than narrow, and will continue to generate significant deflationary pressure. This combination of weak growth and persistent deflation will keep downward pressure on [...] ## 1. The economic benefits of AI will continue to build – and the market bubble will continue to inflate [...] In short, don’t expect a repeat of the fireworks that accompanied “Liberation Day,” but the political forces reshaping the global economy will continue to push the US and China further apart – and will direct patterns of trade, capital and technology flows throughout 2026.
## 4. Central banks will continue to ease – but Trump won’t get the major cuts he wants
F
fodda.ai
article
https://www.fodda.ai/graphs/2026-macro-trend-graph
## What It Does
This graph provides a qualitative analysis of emerging macro trends for 2026, focusing on the cultural counter-reactions to technology and societal pressures. It helps users understand the shift from performative consumerism to more integrated and authentic value systems, offering a framework for interpreting subtle signals in the market.
## Key Features [...] ## New Insights from Revisionary 2026 Macro Trends — Powered by Fodda
We asked Fodda's Revisionary 2026 Macro Trends — curated by Anu Lingala — a strategic question to surface proprietary insights backed by real evidence.
## What Fodda Found
Subtle Sustainability: Politicization has quieted brand environmental efforts over the past year, while the public succumbs to eco-fatigue upon realizing the relatively miniscule impact of individual action. Yet climate cha [...] How do I access the Revisionary 2026 Macro Trends?
: Access via MCP at REST API at or the Fodda web app at
Who curates the Revisionary 2026 Macro Trends?
: Curated by Anu Lingala (Revisionary).
What topics does the Revisionary 2026 Macro Trends cover?
: The graph covers: consumer behavior, artificial intelligence, sustainability, brand strategy, cultural trends.
A
activantcapital.com
research
https://activantcapital.com/research/global-mega-trends-2026
Every shift creates new whitespace. If constraint defines the canvas and sovereignty shapes the design, then capital must flow toward the systems that build resilience. We see five secular trends that will play a defining role in shaping the growth opportunity landscape in 2026 and beyond.
### A. AI Infrastructure Development [...] For much of the last three decades, markets were optimized for global efficiency: abundant labor, low inflation, cheap capital, and frictionless supply chains. Today, the global economy is entering a structurally different regime, where fragmentation, volatility and scarcity are no longer episodic disruptions. In 2026 and beyond, resilience will outperform marginal efficiency; sovereignty will outweigh dependency; durability will matter more than speed; and infrastructure will sit at the center [...] The macroeconomic tailwinds that once amplified growth are subsiding, and the global economy is entering a period of structurally slower expansion. Over the next five years, global GDP growth is projected to be the slowest in decades.1
As tailwinds fade and headwinds intensify, capital becomes more selective, and business models become more dependent on operational leverage than momentum alone.
### 2. Geopolitical Fragmentation & Deglobalization
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alliancebernstein.com
article
https://www.alliancebernstein.com/americas/en/financial-professional/insights…
We continue to believe that the global economy will expand in the coming months and quarters, although that expansion may not be robust by historical standards.
Neither a collapse in financial markets nor a major labor market disruption is our base case, which lies somewhere in between.
The case for market acceleration rests on the growing adoption of AI, the adjustment of companies to a more settled tariff regime and the accumulated impact of monetary easing. [...] We expect the extraordinarily low volatility that markets exhibited in the second half of 2025 to give way to more normal back and forth activity in 2026. Stretched valuations mean that investors should be cautious in their return expectations, too. With a lot of good news already priced into markets, even the generally positive news we expect may not drive large asset price returns.
Download PDF
## Key Forecast Trends [...] If optimism over AI fades and financial market volatility increases, it could slow growth in the tech sector and generate a negative wealth effect in which consumption slows in response to lower financial asset prices.
While US intervention in Venezuela could be seen as idiosyncratic, we believe it reflects broader geopolitical risks that might be contagious and should, therefore, not be ignored.
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ey.com
article
https://www.ey.com/en_gl/megatrends
Learn why CEOs are investing in AI, talent and portfolio transformation to convert productivity gains into growth and long-term value.
01 Oct 2026 CEO agenda
Why IPO markets are gaining momentum now
The EY Global IPO Trends Q2 2026 explores IPO momentum, episodic windows shaped by mega-IPOs and geopolitics, and more flexible paths to go public.
07 Jul 2026 IPO
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Futures reimagined
# Megatrends 2026 and beyond [...] To reimagine what’s possible, discover how the forces of disruption are driving a new human-hybrid era, shaping the critical resources of tomorrow and leading us to define a new world order that delivers real long-term value.
Download the full Megatrends 2026 report (pdf)
## Shape the future, don’t be shaped by it [...] We are entering a new era where the partnership between humans and machines is fundamentally transforming how we work, create value and organize. Advances in AI, robotics and neurotechnology are pushing the boundaries of human potential, shifting the focus from quantity to quality, originality and creativity.
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morganstanley.com
article
https://www.morganstanley.com/Themes/outlooks
ResearchWhere Macro Meets Micro: Investing Through Structural ChangeMorgan Stanley’s Macro ? Micro Markets Forum examined how AI, geopolitics and shifting capital flows are creating new opportunities across markets and asset classes.
Investment BankingHow AI, Capital Deployment and Consumer Resilience Are Reshaping FinanceSteady consumer trends, large scale AI investment and the evolving role of private credit are driving new opportunities. [...] Image 34: Morgan Stanley Technology, Media and Telecom | San Francisco 2026 Insights Morgan Stanley Technology, Media and Telecom | San Francisco 2026
Image 35: Where Macro Meets Micro: Investing Through Structural Change Research Where Macro Meets Micro: Investing Through Structural Change
Image 36: How AI, Capital Deployment and Consumer Resilience Are Reshaping Finance Investment Banking How AI, Capital Deployment and Consumer Resilience Are Reshaping Finance [...] We have had and maintain a fundamentally constructive view on global growth, but the energy shock brings unusually high uncertainty. It boosts inflation, it weighs on growth, and it widens the range of outcomes. We forecast global real GDP growth at 3.2 percent in 2026 and 3.4 percent in 2027. That is relative to about 3.5 percent in 2025.