Economist Podcasts

What in the world: predictions for 2026

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Jan 1, 2026
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INSIGHT

Trump Shapes Global Uncertainty

  • Tom Standage says Trump-driven uncertainty shaped 2025 and remains a major global force.
  • He predicts continued muted economic effects from tariffs but ongoing debate about future impact.
INSIGHT

China Engineers Around Export Controls

  • Tom Standage highlights Chinese engineers circumvening US export controls with creative engineering.
  • He cites a Chinese AI firm training a capable model cheaply by tweaking less powerful chips.
INSIGHT

Delayed Economic Reckonings Likely In 2026

  • Standage admits The Economist underestimated courts constraining Trump and missed some geopolitical shocks.
  • He warns a bond-market crisis and AI valuation correction are likely in 2026 instead.
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