A balanced macro-outlook
- 1 December 2026 – 2.00pm GMT (London/ 9am EST)
- 2 December 2026 – 10.00am HKT (Hong Kong/ 1pm Sydney)
On consumption, it’s energy spikes versus AI and easing trade pressures. We think inflation will be tolerable, implying EM central banks will avoid a broad-based tightening cycle. We remain constructive on AI, despite setbacks.
Productivity gains and increased trade will dominate our concerns over employment and next year’s negative impulse. The politics of maintaining debt sustainability are a thorny medium-term issue: But despite major concerns across numerous markets, time is on the side of those with political support for adjustment.
The panel will focus on regional differences and key country calls and will deliver market implications. We’ll also reveal our top EM and regional risks for 2027.
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Speakers