2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy

2026 mid-year outlook: Resilient growth, sticky inflation, shifting Policy

From Making Sense by J.P. Morgan

June 29, 2026 · 50 min · Episode 394

About this episode

This episode provides a global market outlook for the second half of 2026, discussing inflation, policy shifts, and key market drivers.

So far, 2026 has been a year defined by big market moves, shifting expectations for inflation and policy, and persistent geopolitical headwinds. This episode of J.P. Morgan’s Making Sense offers a global check-in: what’s held up so far, what have been the biggest surprises and what matters most for the second half of the year. Join Samantha Azzarello, head of Content Strategy, and other analysts from across J.P. Morgan Global Research as they explore what could drive markets — from equities and rates to FX and commodities — in the months ahead. In this episode, we hear from: Bruce Kasman, chief global economist - 2:02 Jay Barry, head of Global Rates Strategy - 5:04 Ben Ramsey, head of Emerging Markets Sovereign Credit Strategy - 12:35 Mislav Matejka, head of International Equity Strategy - 20:00 Stephen Dulake, co-head of Global Fundamental Research - 24:13 Meera Chandan, co-head of Global FX Strategy - 30:42 Greg Shearer, head of Base and Precious Metals Strategy - 35:38 Fabio Bassi, head of Cross-Asset Strategy - 40:17 This episode was recorded between June 15 - June 24, 2026. This communication has been prepared based upon information from sources believed to be reliable, but…

People in this episode

Host: Samantha Azzarello

Guests: Bruce Kasman, Jay Barry, Ben Ramsey, Mislav Matejka, Stephen Dulake, Meera Chandan, Greg Shearer, Fabio Bassi

Topics covered

Mentioned in this episode

Organizations: J.P. Morgan

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