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news
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blackrock.com
article
https://www.blackrock.com/institutions/en-us/insights/2026-macro-outlook
The recent AI-enthralled market narrative rhymes with the US exceptionalism euphoria that characterized markets in late 2024; correspondingly, we hold minimal directional positions and maintain a relatively contrarian portfolio focused on the more attractive risk-return opportunities available in relative-value, cross-country positions. The rising politicization of central bank balance sheets combined with a diffuse range of stated goals and objectives makes us think that asset holdings, sales, and potential purchases are likely to remain important for markets in 2026.3 The Q3 collapse in US commercial bank reserves that triggered the end of QT2 has a set of complex drivers that are likely to remain persistent headaches for the Fed. A more accommodative balance sheet policy combined with more hawkish actions and speeches by non-US central bankers have motivated a shift in our bond shorts into European, Australian, and Canadian sovereign markets.
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capitaleconomics.com
article
https://www.capitaleconomics.com/blog/five-macro-themes-will-shape-world-2026
The Chief Economist's Note. # Five macro themes that will shape the world in 2026. #### Table of contents. Those themes will continue to define the outlook for 2026. With several narratives that loomed large in 2025 already fading, this lookahead sets out the themes that will matter in 2026 as the global economy heads into another demanding period. This is one reason why we expect Europe to continue to underperform. 2026 will be a year in which most central banks will continue to loosen monetary policy, but the pace of easing will vary widely and in several cases our forecasts diverge meaningfully from expectations currently priced into markets. All of that leaves Japan as an outlier among major economies. Although we expect these to be the dominant themes of 2026, a range of secondary forces will also shape outcomes across developed and emerging economies and across sectors and markets. **Neil Shearing**, Group Chief Economist. ## Related content.
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medium.com
article
https://medium.com/@almokdadali1/2026-strategic-macro-outlook-what-to-watch-a…
Global growth is projected to stabilise at around 3.1% in 2026, slightly below 2025. This aggregate figure masks meaningful regional gaps that
A
alliancebernstein.com
article
https://www.alliancebernstein.com/us/en-us/investments/insights/economic-pers…
We expect inflation to be somewhat higher and growth lower than previously forecast, but the economy seems resilient and has weathered other
K
kpmg.com
article
https://kpmg.com/cn/en/insights/2025/12/2026-outlook-for-top-10-macroeconomic…
Domestically, we anticipate continued proactive macro policies, with a greater emphasis on technological innovation, advanced manufacturing, new
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guggenheiminvestments.com
research
https://www.guggenheiminvestments.com/perspectives/macroeconomic-research/mac…
The U.S. Economy Will Move Toward Equilibrium; Domestic Policy Will Focus on Kitchen Table Issues, Supporting Growth; Strategic Rivalry Will
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manulifeim.com
article
https://www.manulifeim.com/retail/ca/en/viewpoints/asset-allocation/2026-glob…
2026 Global Macroeconomic Outlook: clearer picture, better growth · United States: slow start, stronger finish · Canada: from uncertainty to
M
morganstanley.com
article
https://www.morganstanley.com/Themes/outlooks
**Seth Carpenter:** Yesterday, Serena, we discussed our views on the global economy, and today I'm going to turn the tables on you and start asking you questions about our market outlook and how to invest across regions and across asset classes. And this steepening will be very much driven by what happens in the two-year point – I think as markets continue to, we think, underpriced, future Fed easing and growth slow down tail risks. **Seth Carpenter:** We really think next year is going to be the global economy slowing down a little bit more just like it did this year, settling into a slower growth rate. Layer on top of that, the Fed who's been clearly willing to start to ease interest rates sooner than we thought at the time of the mid-year outlook – all comes together for a little bit better outlook for growth for 2026 in the U.S.