Finance
Midyear Economic Check
S&P Global Market Intelligence released its midyear 2026 economic check-in, highlighting that shaky economic foundations remain the central macro theme
Key takeaways
- Shaky economic foundations remain the central 2026 macro theme, reinforced by geopolitical shocks and persistent vulnerabilities in public finances and inflation anchors.
- The Middle East conflict has derailed predictions for lower oil prices, inflation, and broader supply chain stability.
- Frequent reassessment of cost, price, financing, and regional growth assumptions is critical as external shocks rapidly shift the macro landscape.
S&P Global Market Intelligence released its midyear 2026 economic check-in, highlighting that shaky economic foundations remain the central macro theme of the year. While predictions of solid US growth, Western European underperformance, higher long-term rates, and monetary policy divergence have largely tracked forecasts, the ongoing conflict in the Middle East has derailed expectations for lower oil prices, inflation, and supply chain stability.
By the numbers
- 80%
- Percentage of Fortune Global 500 companies that are customers of IHS Markit
- 50,000
- Number of key business and government customers served by IHS Markit
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Common questions
- What happened with S&P Global Market Intelligence?
- The Middle East conflict has derailed predictions for lower oil prices, inflation, and broader supply chain stability.
- Where can I read the original report?
- Read the full report at seeking_alpha.
