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An overview of 4Q 2026
Global Macro
The Sep 2026 Fed hike signals the start of a renewed US tightening cycle. Our macroeconomic team now projects two additional 25bp hikes, in Dec 2026 and 1Q27, with the Fed on hold thereafter through the remainder of 2027.
Past reports
Further reading
Quarterly Global Outlook 4Q 2026
Resilient US economy, challenging fiscal dynamics
ASEAN Connect
Learn and capitalize on the megatrend of ASEAN's growth story with our insights and analysis.
Infographics
Turning complex economic developments and data into content that is visually engaging and simple to understand.
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