Global Market Perspectives: AI World Of Opportunities

2026-01-12 11:07:00 ET

Key themes for 1Q 2026

Solid foundations for global growth in 2026

The global economy enters 2026 on a firm footing, supported by widespread fiscal stimulus, monetary normalization, and accelerating AI-driven capex and adoption—factors that should underpin robust growth across most regions.

The U.S. economy has sustained its robust underlying architecture

Corporate profit margins are holding firm, and gains in household wealth are sustaining consumer spending despite labor market weakness. AI capex is a growth engine, while the OBBBA could fuel a prolonged investment impulse....

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