Stuart Thompson

Stuart Thompson, an economist known for his macroeconomic insights, joins the discussion to share his outlook for 2026. He highlights rising Japanese bond yields and the unwinding of the yen carry trade, emphasizing potential global impacts. The conversation dives into the risks of persistent inflation despite expectations of a weaker dollar and higher commodity prices. Political volatility in the US and UK is also analyzed as a significant market force. Overall, it’s a thought-provoking exploration of what investors should consider in the coming years.