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Global Economic Outlook 2026: Geopolitical Risk, Inflation and AI Reshape Markets

Global Risks Are Building The global economy is entering a more fragile phase as geopolitical tensions, persistent inflation, elevated sovereign debt and stretched asset valuations converge. Energy remains one of the biggest transmission risks. Continued disruption around the Strait of Hormuz and Bab el-Mandeb could constrain a significant share of globally traded seaborne crude, creating renewed inflation pressure. Under…

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Global Economic Outlook July 2026: Markets Reprice Energy and Geopolitical Risk

Global Markets Shift Focus to Energy Security The global economic outlook for July 2026 is being shaped less by traditional growth data and more by geopolitical risk, energy security and trade-route stability. The Strait of Hormuz remains the most important risk point for the global economy, with about 20% of global oil flowsand nearly 20% of global LNG trade passing through…

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