Higher inflation, harder decisions: The forces shaping global markets
The third quarter of 2026 brought a more challenging economic environment, as escalating geopolitical tensions and disruptions to energy supply renewed inflationary pressures across global markets. While economic growth remained resilient in some regions, central banks faced increasingly difficult trade-offs between containing inflation and supporting economic activity.
From the resilience of the US economy and its AI-driven investment cycle to shifting monetary policy in Europe, Japan and South Africa, the quarter highlighted how differently economies and asset classes are responding to the same global pressures.
In our latest Quarterly Economic Overview, Mentenova’s quantitative analysis team examines the key developments across global and local markets, the forces driving asset-class performance, and the economic trends worth watching as we enter the final quarter of 2026.
Explore the Q3 2026 Economic Overview in the format that suits you best, video or written report.
