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In-Person Event

The World in 2026: Where the risks and opportunities lie in global macro and markets

Myo St Pauls, One New Change, London EC4M 9AF

Speakers:

Will the US economy continue to outperform on the back of the AI boom? How will trade tensions shape global macro outcomes? Should investors expect further highs in equities – and brace for more bond market jitters?

The World in 2026 is our definitive guide to the global economy and markets in the year ahead. In this special in-person briefing on 2 December 2025 at 08:30AM, an expert panel of our senior economists will set out what they see as the key forces to shape developed and emerging economies in 2026 and explain how these trends will feed through to market outcomes.

This event will include plenty of time for Q&A and informal discussion, offering a chance to meet the Capital Economics team and connect with peers from across your industry.

The discussion will explore topics including:

  • Whether AI will keep lifting the US economy and markets – and which other regions stand to benefit from the technology
  • How US-China geoeconomic competition will continue to shape the global outlook in 2026
  • Whether inflation is under control, and how much further the global monetary easing cycle has to run
Start date:

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