普信集团：2026年全球市场展望报告：投资者认知、技术工具与市场变革（英文版）

Look for the U.S. economy to shake off its growth scare from the second half of 2025 and outperform expectations in 2026 as AI spending and fiscal expansion provide support. Europe, on the other hand, could lag consensus estimates because the front‑loading of tariffs in 2025 has drained meaningful manufacturing demand. In emerging markets, inflation and debt levels are reasonably under control, but tariffs are a wild card whose effects may take years to play out. Fiscal expansion to strengthe