Five Macro Themes Shaping 2026

As 2026 takes shape, global markets are entering a period of meaningful rebalancing. Technology valuations in the US face growing scrutiny, prompting capital to seek opportunities in undervalued international markets. China's economy is demonstrating remarkable resilience through export strength and technological advancement, even as it navigates domestic restructuring. Trade dynamics are shifting as nations recalibrate their competitive positions, and a global wave of deregulation is unlocking new efficiencies across developed and emerging economies alike. For investors and business leaders, these five interconnected trends present a landscape rich with opportunity for those willing to look beyond conventional narratives.