Man working on laptop while sitting in kitchen at home

2026 Midyear global economic outlook: fraying growth amid supply shocks

Related topics

As we reach the midpoint of 2026, uncertainty remains elevated and economic performance continues to diverge across economies. Headline growth indicators suggest resilience, yet the underlying picture is far more complex and inflationary. As the global economy moves through a period defined less by traditional demand cycles and more by persistent supply-side disruptions, businesses are navigating a more fragmented, volatile and structurally complex environment. Geopolitical conflict, trade realignment, fiscal pressures, demographic constraints, AI-driven transformation and shifting financial market dynamics are reshaping growth, inflation and investment outcomes across economies.

Join us for a forward-looking discussion about the key cyclical and structural geo-economic forces shaping the year ahead — offering strategic guidance for businesses navigating an increasingly uncertain economic landscape.

Key themes we’ll explore:

  • Geo-economic fragmentation: from conflict to trade tensions
  • Risks to growth and renewed inflation pressures
  • The AI-led technology revolution: productivity and labor market transformation
  • Financial markets in flux: interest rates, yields and capital flows
  • Demographic shifts and evolving labor supply dynamics
  • Fiscal pressures, debt burdens and policy trade-offs

Learning outcomes:

  • Recognize current factors affecting the global economy and outlook.
  • Identify likely future scenarios for inflation, growth, interest rates and geopolitical developments.
  • Determine how to build resilience into your business based on macroeconomic factors.

Panelists:

  • Gregory Daco, EY-Parthenon Chief Economist, Strategy and Transactions, Ernst & Young LLP
  • Marek Rozkrut, EY EMEIA Chief Economist and Head of Economists Unit
  • Courtney Rickert McCaffrey, EY-Parthenon Global Geostrategy Insights Leader; Director, Global Thematic Insights, Ernst & Young LLP

Moderator:

  • Matt Bartell, EY-Parthenon Americas Strategy and Transactions Technology and AI Leader

Webcast

CPE credits: 1.0

Field of Study: Economics

Webcast FAQ

Time

your local time