Global markets in 2026 are expected to remain uncertain, with the primary focus being on the direction of interest rates and global economic conditions. Major central banks such as the Fed, the ECB, and the Bank of England (BoE) are expected to begin loosening their monetary policies after inflationary pressures subside, although their actions will tend to be cautious. The global economic slowdown is still felt, particularly in Europe and China, but has not yet led to a major crisis.

In financial markets, the US dollar has the potential to weaken further if interest rate cuts are actually implemented. This situation opens up opportunities for other currencies and emerging markets. Gold remains a key hedge, supported by geopolitical uncertainty and the prospect of lower interest rates. Meanwhile, oil prices remain vulnerable to volatility due to the Middle East conflict and the risk of supply disruptions.

For the stock market, sentiment tends to be positive but is accompanied by high volatility. US stocks remain attractive but are vulnerable to corrections due to expensive valuations, while Asian and emerging market stocks could benefit from global capital flows. Overall, investor strategies in 2026 will be more selective, prioritizing diversification, defensive assets, and strict risk management. (Cay)

Source: newsmaker.id