As 2026 draws to a close, the global economy faces a complex convergence of forces—from shifting monetary policy, persistent inflation risks and geopolitical instability to mounting fiscal pressures, trade realignments and the accelerating impact of AI. What will determine the direction of economic growth, capital flows and financial markets in 2027 and where are the greatest risks and opportunities emerging? In this wide-ranging conversation, Joyce Chang, Managing Director and Chair of Global Research at J.P. Morgan, will examine the economic, political and structural forces reshaping the global outlook, the potential for market volatility and financial instability, and the implications for interest rates, credit conditions, liquidity and investment. The discussion will explore what these crosscurrents mean for bank profitability, lending, capital allocation and growth, and how financial institutions should position themselves for a year in which economic resilience, market dynamics and competitive advantage may be tested in new ways.
