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Mid‑Year Macro Outlook 2026: The Biggest Shifts Investors Must Watch | Crystal Ball Markets
The first half of 2026 delivered a series of macro surprises—from inflation reversals to unexpected policy pivots and sharp sector rotations. In this episode, we break down what truly changed, why it matters, and how these shifts are reshaping the investment landscape heading into the second half of the year.
🔍 Key Topics Covered
1. Inflation & Growth Surprises
Slower‑than‑expected disinflation across major economies
Divergence between U.S., Eurozone, and EM inflation paths
Upgraded growth forecasts in select regions
How sticky services inflation is influencing rate expectations
2. Central…
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