Fiscal expansion, diverging growth paths and evolving central bank priorities are reshaping global markets. Government supply, inflation dynamics and intensified geopolitical tensions in the Middle East are influencing rate volatility, credit spreads and liquidity conditions across regions.

In this session, Chief Economists will outline the key macro forces shaping 2026–2027 and explain how policy shifts may transmit through fixed income markets. The discussion will provide a practical macro framework to help trading and investment teams navigate volatility and changing market conditions.