Note sull'episodio
The 2026 market landscape is shaping up to be one of the most complex in years. In this episode, we break down the evolving tug‑of‑war between macro forces and fundamental analysis, helping investors understand which signals truly matter—and how to use both to build a smarter strategy for the year ahead.
📌 What You’ll Learn in This Episode
🌍 The Macro Forces Driving 2026
- How central bank policy shifts are reshaping global liquidity
- Why inflation may behave differently than in previous cycles
- Key geopolitical risks that could influence asset prices
- The role of currency volatility in cross‑border investing
- Macro indicators that matter most for equity and bond markets
📊 The State of Fundamentals in 2026
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