全球宏观- 噪音多于（宏观）新闻-Global Views_ More Noise Than (Macro) News

16 February 2026 | 6:36PM EST Economics Research Global Views: More Noise Than (Macro) News 1. Despite elevated geopolitical risk and sharp sector rotations in the equity market, our optimistic baseline outlook for 2026 remains largely unchanged. We expect global growth to outperform consensus expectations, helped by fading tariff effects, fiscal support, and easier financial conditions. Nevertheless, we see inflation falling further toward target in most economies, reflecting not only reduced effects from ...