2026-2027 年全球经济与市场展望-Global Economics & Markets Outlook 2026-2027

Global Economics & Markets Outlook 2026-2027 For a summary of our key ideas & top charts, see 'The Skinny '26-'27' Fixed Income: Fed doesn't control the long end. US leads meagre 3-5% returns Tariff inflation over the coming 6m should limit the decline in front end, but with higher equity volatility the curve can go through a short spell of bull flattening, with the 10y dropping to a low of 3.50% before stronger activity and fiscal concerns take it back to 4%. Unlike previous easing cycles in this century, ...