China’s growth outlook entering 2026 is often described as better than feared rather than outright strong. Activity data has stabilized, downside risks appear contained, and
Entering 2026, markets are largely operating under a soft landing assumption. Growth is slowing but not collapsing, inflation is easing without deflation taking hold, and
Signs of cooling in the labor market have become a central part of the disinflation narrative. Slower job creation, easing vacancy rates, and reduced hiring
Tariffs are often treated as a one time political event, but their economic impact unfolds slowly and unevenly. While headline inflation may not react immediately,
Trade policy has re emerged as a central macro risk entering 2026, not because of immediate tariff hikes, but because uncertainty itself is becoming economically
The global economy enters 2026 with a clear divide that challenges any single narrative about recovery or slowdown. Manufacturing activity across parts of Asia has
Global economic forecasts heading into 2026 increasingly describe a year of moderation rather than acceleration or contraction. Growth is expected to continue, but at a
Global growth forecasts heading into 2026 point to a slower expansion than markets were accustomed to earlier in the cycle. While outright recession risks remain
Asian currency markets moved through 2025 with uneven momentum, reflecting differing economic conditions and policy choices across the region. While some currencies benefited from improved
Global capital flows in 2025 revealed a pattern that challenged conventional yield driven assumptions. Even as US yields moderated and rate cut expectations increased, capital
