Global Drop-In: Post-summer macro and markets outlook AM Session

From renewed turbulence in bond markets to fresh signs of weakness in China and the continuing US-Iran stand-off, it’s been a busy few months. With the summer break over, we’re bringing together a panel of senior economists in two sessions on Tuesday, 8th September to take stock of the key developments and look ahead to the issues that could shape the global economy and financial markets through the final months of 2026.

Join us for a concise update on the biggest macro and market stories, with plenty of time for your questions. The team will cover key issues, including:

• The global economy: How major developed and emerging markets have been performing, how inflation risks have evolved and what this means for the outlook for interest rates;
• Markets: Whether bond yields could keep rising, whether the AI narrative can continue to drive equities and where the dollar goes next;
• The months ahead: From the next Trump-Xi meeting and the UK Autumn Statement to the US midterms and beyond, which events and policy decisions will matter most through the end of the year?

Register for either session