Jonathan Goulden

Head of Emerging Market Fixed Income Strategy at J.P. Morgan, covering EM macro outlooks, FX and local debt, election and idiosyncratic risks in EM regions.

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Dec 18, 2025 • 42min

2026 outlook: What’s next for markets and the global economy?

Join Bruce Kasman, Chief Global Economist at J.P. Morgan, Mislav Matejka, Head of Global Equity Strategy, and other experts as they dissect the 2026 market outlook. They discuss the impact of uneven monetary policy and the AI cycle on economies. Kasman highlights sticky inflation trends, while Matejka predicts significant equity gains driven by AI. Stephen Dulake addresses credit market dynamics amidst technological shifts, and Natasha Kaneva shares insights on bearish oil forecasts and bullish gold predictions.

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