Geopolitical risks, U.S. midterm elections and diverging β monetary policies between central banks, despite the easing trend, are among key drivers for world markets in 2026, alongside an artificial intelligence boom that has raised concerns about a tech share bubble.
"The true black swan, then, could lie elsewhere," said Swissquote Bank senior analyst βIpek Ozkardeskaya, referring to a rare, high-impact event that jolts markets.
"It may βemerge from an overlooked corner of the market: an unexpected macro shock or a sudden policy shift."
Here's how some key market themes are taking shape for 2026.
Plenty of risks lining up
The nomination of a new Federal Reserve (Fed) chair in early January is a key βevent. Incumbent Jerome Powell's term expires in May.
U.S.
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