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odi.org article

Macroeconomic outlook: five economic shifts to watch in 2026 | ODI: Think change

https://odi.org/en/insights/macroeconomic-outlook-five-economic-shifts-to-wat…

Welcome to the latest issue of ***This Week in Macroeconomics***, your essential analysis of key economic trends and the forces behind them. As we start the new year, our editor, Phyllis Papadavid, presents five crucial themes for 2026 that will shape economic growth and resilience in low- and middle-income economies in the year ahead. In the latest issue of "This Week in Macroeconomics", Phyllis Papadavid and Dirk Willem te Velde confront a pivotal question at the nexus of geopolitics, finance and development: as global finance fragments, what implications does this structural shift hold for capital flows and development in emerging markets, especially Africa? In the latest "This Week in Macroeconomics", Phyllis Papadavid examines a pivotal question: what ripple effects will a potentially new US Federal Reserve easing cycle have on Africa’s economies, and can they strategically leverage this shift? In the latest issue of "This Week in Macroeconomics", we delve into a potentially transformative trend across the African continent: the rise of Central Bank Digital Currencies (CBDCs).

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capitaleconomics.com article

Five macro themes that will shape the world in 2026

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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spglobal.com research

Top 10 Economic Insights for 2026 | S&P Global

https://www.spglobal.com/market-intelligence/en/news-insights/research/2025/1…

1. The US economy is not en route to a recession, with growth to be supported by a few key tailwinds. · 2. Domestic demand prospects in Western

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conference-board.org article

Global Economic Outlook - The Conference Board

https://www.conference-board.org/topics/global-economic-outlook

* [![](https://www.conference-board.org/assets/images/tcb_logoUpdate.png)]( /north-america/ ). ![](/assets/newLayout/images/banner-blue-arrow-right.png)](/signin/forgotpassword.cfm?reflink=https://www.conference-board.org/topics/global-economic-outlook). * [![](/assets/images/svg/icon-twitter.svg) X](https://x.com/intent/post?text='GLOBAL ECONOMIC OUTLOOK'https://www.conference-board.org/topics/global-economic-outlook). + [Global Economic Outlook](https://www.conference-board.org/topics/global-economic-outlook). + [US Leading Indicators](https://www.conference-board.org/topics/us-leading-indicators). + [Global Leading Indicators](https://www.conference-board.org/topics/business-cycle-indicators). + [Global Gray Swans Tool](https://www.conference-board.org/topics/geopolitics/global-gray-swans-tool-database). + [Release Calendar](https://www.conference-board.org/topics/global-economic-outlook#CalendarDiv). * **Global:**  [Global Forecast Update](https://www.conference-board.org/publications/global-economic-forecast-update "Global Forecast Update") (monthly); [Global Economic Outlook 2026: Global Edition](https://www.conference-board.org/publications/global-economic-outlook-2026-new-horizons-in-productivity-and-growth) (annual, 8 December 2025); [StraightTalk®](/research/straightTalk) (quarterly publication on the global economy). * **United States:**  [Economic Forecast for the US Economy](https://www.conference-board.org/publications/us-forecast) (monthly);  [Economy Watch: US View reports](https://www.conference-board.org/research/economy-watch-US/) and [webcasts](https://www.conference-board.org/webcast/economy-watch/) (monthly); [Global Economic Outlook 2026: US Edition](https://www.conference-board.org/publications/global-economic-outlook-2026-US-edition) (annual, 8 December 2025). * **Europe:**  [Economic Forecast for the European Economy](https://www.conference-board.org/publications/eur-forecast) (monthly);  [Economy Watch: European View reports](https://www.conference-board.org/research/economy-watch-europe/) (monthly);  [Global Economic Outlook 2026: Euro Area Edition](https://www.conference-board.org/publications/Global-Economic-Outlook-2026-Euro-Area-Edition) (annual, 12 December 2025). * **China:**  [Economy Watch: China View reports](https://www.conference-board.org/research/economy-watch-china/) (monthly);  [Global Economic Outlook 2026: China Edition](https://www.conference-board.org/publications/Global-Economic-Outlook-2026-China-Edition) (annual, 9 December 2025). * **Emerging Markets**:  [Economy Watch: Emerging Markets View reports](/research/economy-watch-emerging-markets) (monthly);  [Global Economic Outlook 2026: Global Edition](https://www.conference-board.org/publications/global-economic-outlook-2026-new-horizons-in-productivity-and-growth) (annual, 8 December 2025). [![](/assets/newLayout/images/play_circle_outline.png)](/webcast/ondemand/global-economic-outlook-2026 "The Big Picture: What's Ahead for the Global Economy?").

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deloitte.com article

Global economic outlook 2026 | Deloitte Insights

https://www.deloitte.com/us/en/insights/topics/economy/global-economic-outloo…

Inflation trended higher in 2025 from the lows of mid-2024, with the headline rate in line with the Bank of Canada’s 2% target and underlying measures trading closer to the top of the 1%-to-3% target band.[6](https://www.deloitte.com/us/en/insights/topics/economy/global-economic-outlook-2026.html#endnote-6) Inflation expectations, however, remain contained, and given the economy expanded below its potential pace for three successive years, price pressures are expected to remain limited. Real GDP was 2.1% higher in the second quarter compared with a year earlier.[15](https://www.deloitte.com/us/en/insights/topics/economy/global-economic-outlook-2026.html#endnote-15) Consumer spending and business investment have been the primary growth engines despite significant headwinds. This will likely be fueled by reforms in key sectors like telecom and banking, which are attracting new investment, government spending on infrastructure and election-related activities, and the country’s strong agricultural exports.[92](https://www.deloitte.com/us/en/insights/topics/economy/global-economic-outlook-2026.html#endnote-92) However, risks remain. Inflation is expected to remain elevated at 13.2% for the 2025/26 fiscal year,[96](https://www.deloitte.com/us/en/insights/topics/economy/global-economic-outlook-2026.html#endnote-96) driven by high food and fuel costs, currency depreciation, and increased government spending ahead of elections.

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imf.org article

World Economic Outlook, April 2026 - International Monetary Fund

https://www.imf.org/en/publications/weo/issues/2026/04/14/world-economic-outl…

![World Economic Outlook, April 2026](https://www.imf.org/-/media/images/imf/publications/weo/2026/april/english/weo-april-2026-hero.jpg?h=1077&iar=0&w=2656). ![World Economic Outlook, April 2026: Global Economy in the Shadow of War](https://www.imf.org/-/media/images/imf/publications/weo/2026/april/english/weo-april-2026-cover.jpg?h=2200&iar=0&w=1700). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-pdf.svg?iar=0)Assumptions and Conventions](https://www.imf.org/-/media/files/publications/weo/2026/april/english/assumandconv.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-pdf.svg?iar=0)Executive Summary](https://www.imf.org/-/media/files/publications/weo/2026/april/english/execsum.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-pdf.svg?iar=0)Foreword](https://www.imf.org/-/media/files/publications/weo/2026/april/english/foreword.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-pdf.svg?iar=0)IMF Executive Board Discussion of the Outlook](https://www.imf.org/-/media/files/publications/weo/2026/april/english/execboard.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-blog.svg?iar=0)Blog](https://www.imf.org/en/blogs/articles/2026/04/14/war-darkens-global-economic-outlook-and-reshapes-policy-priorities). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-database.svg?iar=0)April 2026 Database](https://data.imf.org/en/datasets/IMF.RES:WEO). [Download Table](https://www.imf.org/-/media/images/imf/publications/weo/2026/april/english/weo-april-2026-projections-table.jpg). ![World Economic Outlook, April 2026: Projections Table](https://www.imf.org/-/media/images/imf/publications/weo/2026/april/english/weo-april-2026-projections-table.jpg?h=4720&iar=0&w=2600). [![Chapter 1: Global Prospects and Policies](https://www.imf.org/-/media/images/imf/publications/weo/2026/april/english/world-economic-outlook-april-2026-chapter-1.jpg?h=1080&iar=0&w=1620)](https://www.imf.org/-/media/files/publications/weo/2026/april/english/ch1.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-pdf.svg?iar=0)Read Chapter 1](https://www.imf.org/-/media/files/publications/weo/2026/april/english/ch1.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-data1.svg?iar=0)Chapter 1 Data](https://www.imf.org/-/media/files/publications/weo/2026/april/english/data/ch1data.xlsx). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-pdf.svg?iar=0)Online Annex](https://www.imf.org/-/media/files/publications/weo/2026/april/english/ch1onlineannex.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-blog.svg?iar=0)Blog](https://www.imf.org/en/blogs/articles/2026/04/14/war-darkens-global-economic-outlook-and-reshapes-policy-priorities). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-database.svg?iar=0)April 2026 Database](https://data.imf.org/en/datasets/IMF.RES:WEO). [![Chapter 2: Defense Spending: Macroeconomic Consequences and Trade-offs](https://www.imf.org/-/media/images/imf/publications/weo/2026/april/english/world-economic-outlook-april-2026-chapter-2.jpg?h=1080&iar=0&w=1620)](https://www.imf.org/-/media/files/publications/weo/2026/april/english/ch2.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-pdf.svg?iar=0)Read Chapter 2](https://www.imf.org/-/media/files/publications/weo/2026/april/english/ch2.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-data1.svg?iar=0)Chapter 2 Data](https://www.imf.org/-/media/files/publications/weo/2026/april/english/data/ch2data.xlsx). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-blog.svg?iar=0)Chapters 2 and 3 Blog](https://www.imf.org/en/blogs/articles/2026/04/08/wars-impose-lasting-economic-costs-while-more-defense-spending-means-hard-choices?cid=wp-com-sm26-WEOEA2026001). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-pdf.svg?iar=0)Online Annexes](https://www.imf.org/-/media/files/publications/weo/2026/april/english/ch2onlineannex.pdf). [![Chapter 3: The Macroeconomics of Conflicts and Recovery](https://www.imf.org/-/media/images/imf/publications/weo/2026/april/english/world-economic-outlook-april-2026-chapter-3.jpg?h=1080&iar=0&w=1620)](https://www.imf.org/-/media/files/publications/weo/2026/april/english/ch3.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-pdf.svg?iar=0)Read Chapter 3](https://www.imf.org/-/media/files/publications/weo/2026/april/english/ch3.pdf). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-data1.svg?iar=0)Chapter 3 Data](https://www.imf.org/-/media/files/publications/weo/2026/april/english/data/ch3data.xlsx). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-blog.svg?iar=0)Chapters 2 and 3 Blog](https://www.imf.org/en/blogs/articles/2026/04/08/wars-impose-lasting-economic-costs-while-more-defense-spending-means-hard-choices?cid=wp-com-sm26-WEOEA2026001). * [![](https://www.imf.org/-/media/images/imf/flagship/section-images/icon-pdf.svg?iar=0)online annexes](https://www.imf.org/-/media/files/publications/weo/2026/april/english/ch3onlineannex.pdf). ###### [Statistical Appendix:](https://www.imf.org/-/media/Files/Publications/WEO/2026/April/English/statsappendix.ashx). [Data assumptions, conventions, and classifications](https://www.imf.org/-/media/Files/Publications/WEO/2026/April/English/statsappendix.ashx). ###### [Statistical Appendix A:](https://www.imf.org/-/media/Files/Publications/WEO/2026/April/English/tableA.ashx). [Key Global Economic Indicators](https://www.imf.org/-/media/Files/Publications/WEO/2026/April/English/tableA.ashx). ###### [Statistical Appendix B:](https://www.imf.org/-/media/Files/Publications/WEO/2026/April/English/tableB.ashx). [Supplemental Global Economic Indicators](https://www.imf.org/-/media/Files/Publications/WEO/2026/April/English/tableB.ashx). [![World Economic Outlook](https://www.imf.org/-/media/images/imf/publications/weo/weo-nodate.png?h=776&iar=0&w=600)](/en/publications/weo). [![Global Financial Stability Report](https://www.imf.org/-/media/images/imf/publications/gfsr/gfsr-nodate.png?h=776&iar=0&w=600)](/en/publications/gfsr). [![Fiscal Monitor](https://www.imf.org/-/media/images/imf/publications/fm/fm-nodate.png?h=776&iar=0&w=600)](/en/publications/fm). [![Regional Economic Outlook Reports, All Regions](https://www.imf.org/-/media/images/imf/home-page/publication-belt/2021/january/reos.jpg?iar=0&w=600&h=776)](https://www.imf.org/en/Publications/REO).

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