Welcome to Beyond The Charts. A series where we look at charts to make sense of what’s happening in finance and the economy and uncover the stories they tell.
The storm that never came has been the big story for the past few years. There were warnings of a recession in the US, an energy scare in Europe, worries about a hard landing in China, and a fight against inflation around the world, with no clear way out. As 2026 approaches, though, the world seems surprisingly stable.
As there’s quite a bit to unpack, in this and upcoming editions of Beyond The Charts, we’ll look at the outlook of big global financial firms like Goldman Sachs, Morningstar, J.P. Morgan, Franklin Templeton, Amundi, S&P, for 2026, and what it means for the rest of the world and India.
The best way to understand 2026 is to see that two themes are happening at the same time. One is that inflation is going down,…
