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Drop-In: Asia macro and markets update – Fracturing, the Fed and AI’s influence

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As 2026 begins, the drivers for Asian markets are crystallising. Geopolitical headlines remain a constant, while equity markets continue to lean on a narrow – and potentially fragile – set of narratives. Against this backdrop, the Federal Reserve is approaching its first meeting of a high-stakes year that looks set to redefine the US policy landscape. What will this all mean for Asia’s economic and market outlook?

A team of our economists hosted this online briefing, that focused on the key forces shaping Asia in this opening phase of 2026.

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