Chart in Focus: Tailwinds Turning
The global economy has been riding the tailwinds from successive waves of monetary policy easing —and this has been a key factor behind the reacceleration we’ve seen this year (despite all that’s been going on in the world).
But now those tailwinds are beginning to turn as central banks pivot back to rate hikes.
With lingering upside risks to inflation, we’re likely to see more and more central banks pivot to rate hikes.
So we’re going to be heading into 2027 with a distinctly different macro picture to that seen in 2026 as tailwinds turn to headwinds.
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