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Mid-year 2026 Global Market Outlook The economy's pressure test

Over the past six months, markets have been pressure tested by geopolitical tensions, policy uncertainty, and shifting growth expectations. Yet the global economy has held up well. Strong corporate earnings, improving manufacturing activity, healthy labour markets, and early signs of AI-driven productivity support our constructive view on growth. In our Mid-year 2026 Global Market Outlook, we examine the forces driving resilience and the key risks that may shape the second half of the year.

Global market outlook
GMO2026

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