About this episode

The episode discusses six geopolitical trends expected to influence the global market in the latter half of 2026.

In our latest episode, the Confluence Macroeconomic Team breaks down the six geopolitical trends that we believe will shape the international landscape in the second half of 2026. From the disruptions in the Strait of Hormuz and the future of the dollar's reserve currency status, to the government's growing role in AI and the rise of quantum computing, the conversation covers the issues most likely to move markets in the months ahead.

Topics covered

• geopolitical trends
• international landscape
• market movements
• AI
• quantum computing
• dollar reserve currency

Keywords

• geopolitics
• market trends
• AI
• quantum computing
• Strait of Hormuz
• dollar currency status

Mentioned in this episode

Organizations: Confluence Macroeconomic Team

Products: AI, quantum computing

Places: Strait of Hormuz, United States

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