Top 10 Insights Shaping the 2026 Economic Outlook

In our final episode of 2025, host Kristen Hallam is joined by S&P Global Market Intelligence economists Ken Wattret, Ben Herzon, Hanna Luchnikava-Schorsch, and Thea Fourie to unveil the top 10 economic insights shaping the outlook for 2026. Discover how moderating inflation, shifting fiscal policies, and global trade dynamics are creating a delicate balance of tailwinds and headwinds across major economies. From the US avoiding recession and Western Europe's subdued growth, to China's pivot to domestic demand and India's resilience amid tariffs, this episode delivers actionable perspectives on emerging trends, risks, and opportunities. Understand the potential impact of artificial intelligence, evolving monetary policies, currency shifts, and the state of sovereign debt—essential listening for anyone navigating the year ahead. More S&P Global Market Intelligence Content: Top 10 Economic Insights 2026 The Age of Agility: Key Themes for 2026 Global Economic Outlook: November 2025 For S&P Global subscribers (login required): 2026: The age of agility Inflation indications Credits: Host: Kristen Hallam Guests: Ken Wattret, Ben Herzon, Hanna Luchnikava-Schorsch, Thea Fourie Produced By: Debbie Taylor, Kristen Hallam Edited By: Marz Marcello Published With Assistance From: Sophie Carr, Feranmi Adeoshun