Spring 2026 Macro – Investing in an Inflation Not Quite Over World
Macro forecasts for 2026 share a common theme: growth is reasonably solid, but inflation is proving sticky, and interest rates are likely to stay higher than the ultra-low levels investors enjoyed in the decade after the global financial crisis. Some research suggests that inflation could potentially rise above expectations based on current forecasts by the end of 2026, given looser fiscal policy, tight labor markets, and lingering effects from tariffs. For investors, especially younger ones, the challenge is to navigate an environment where cash yields are attractive, bond yields offer real income, and equities may perform well under certain economic conditions, though results will vary—but with more macro noise than they might prefer.
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