全球市场分析-2026 市场展望：有人偏爱火热行情-Global Markets Analyst_ Markets Outlook 2026_ Some Like It Hot

18 December 2025 | 4:15PM GMT Economics Research GLOBAL MARKETS ANALYST Markets Outlook 2026: Some Like It Hot We recently laid out our 2026 Macro Outlook—Sturdy Growth, Stagnant Jobs, Stable Prices. We provide more detail on our Global Markets Outlook here, highlighting 10 core investment themes that drive many of our market views. More detailed outlooks for the individual asset classes are forthcoming in the new year. 1. The cycle extends: Sturdy global growth coupled with non-recessionary Fed cuts should ...