Overview

A deep‑dive into the macro scenarios shaping global markets in the second half of 2026, covering inflation trajectories, central‑bank policy paths, growth risks, geopolitical catalysts, and cross‑asset implications for investors.

🔹 Key Themes Covered

• Global Growth Paths
  • Divergence between advanced and emerging markets
  • Soft‑landing vs. late‑cycle slowdown dynamics
  • Fiscal policy shifts influencing regional momentum
• Inflation & Disinflation Trends
  • Sticky services inflation vs. cooling goods inflation
  • Wage‑price dynamics heading into Q3/Q4
  • Energy and commodity‑driven inflation risks
• Central Bank Policy Outlook
  • Fed’s late‑cycle ...