Are you ready for 2026?
Get in-depth analysis designed to help you mitigate frictions, manage volatility, and unlock growth.
Download the reportGlobal Shifts Ahead: Your Guide to 2026 Strategy
2025 has been a wild ride in which tariffs, market swings, and policy shocks kept everyone guessing. However, underneath all of this, larger shifts were unfolding. Our 2026 outlook dives into the ways fractured monetary policy, changing currency dynamics, and the rise of geopolitics in economics is shaping the future. It’s a must-read for any business that navigates global markets, designed to help you plan with confidence.
In 2025, governments drove unexpected and sudden market moves through tariffs, still-large spending programs and geopolitical shocks.
The USD has weakened but de-dollarization remains slow – no clear alternative to the greenback has emerged.
Central banks face rising fiscal pressure, challenging their independence and traditional policy tools, and complicating FX moves.
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Rising bond yields, hawkish Fed signals and higher oil prices drove markets, while a sharp USD/JPY sell-off added volatility.
A relatively small Treasury intervention has sent a much larger signal across global markets. After the US announced plans to double its long-end buybacks, yields briefly retreated and the dollar came under pressure, bringing debt sustainability and polic…
Markets continue to look through a growing list of risks. Despite ongoing uncertainty in the Middle East, elevated oil prices, sticky inflation and the prospect of further central bank tightening, equities remain near record highs and volatility sits clos…
Converge
Converge brings together the brightest minds payments and fintech to explore the future of finance amid rapid technological change and global uncertainty.
Listen to the podcastThe world has changed: Are you ready for 2026?
Take advantage of this sharp, forward-looking analysis of the forces redefining global finance, and position your business for success.
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