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ft.com

2026 predictions, part two

Just a few rate cuts, and cyclicals lead

mercoledì 7 gennaio 2026 New tab

Related reading

ft.com

2026 predictions, part one

A strong economy, a bubble that doesn’t burst, and a bit of AI sanity

ft.com·5 mesi fa
ft.com

The year in review (part one)

The defining market themes of 2025

ft.com·6 mesi fa
ft.com

Short rates have overshot

Plus the social media lawsuits

ft.com·3 mesi fa
ft.com

Investors should look to the data, rather than the Fed, for guidance

Anyone making their own 2026 forecasts will need to employ more guesswork than usual

ft.com·6 mesi fa
ft.com

Rate cuts will end in leading economies next year, says OECD

Paris-based group signals major central banks have scant room to loosen policy further

ft.com·7 mesi fa
ft.com

Markets should pay heed to the affordability squeeze

Political pressure in response to public anxiety will demand policy responses

ft.com·7 mesi fa