AI and interest rate cuts will drive global markets in 2026

AI and interest rate cuts will drive global markets in 2026

By Andrew McAuley
Publication Date: 2025-11-23 00:39:00

UBS just released its Year Ahead 2026 report, and the theme of “escape velocity” should provide guidance for investors.

The interplay of AI innovations, fiscal stimulus and monetary easing should see global markets break free from traditional end-of-cycle dynamics.

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