Today's date brings a forecast overview: Major financial institutions predict a reversal trend in global markets in 2026.

Global Perspective: Monetary Policy Expectations

Leading financial institutions are publishing today data indicating significant changes in central bank policies. Barclays assumes that the Federal Reserve of the United States is most likely to cut interest rates in March. At the same time, Moody’s Analytics analysts see the possibility of three rate cuts in the first half of the year, aimed at supporting the economy.

JPMorgan, on the other hand, forecasts that the US labor market will experience a period of weakening followed by a recovery. The Bank of Japan, according to ING experts, will raise interest rates very cautiously, maintaining a gradual approach to tightening monetary conditions.

In Europe, Deutsche Bank stands out among today’s data with a prediction that the banking sector will focus on external expansion—primarily through consolidations and acquisitions. Danske Bank adds an optimistic note, indicating an expected increase in market capital availability in the coming week.

Asian Markets: Dynamic Stock Growth

Domestic analytical institutions present a more optimistic vision today. According to CITIC Securities, the rally in the A-share market will continue for another year, with the growth rate remaining at a satisfactory level.

Industrial Securities depicts the Hong Kong market with a somewhat more complex scenario—growth will continue but resemble more of a “torch climb,” meaning slow progress interspersed with fluctuations and corrections.

BOC International indicates that the Chinese automotive sector will start the year strongly, and in the first quarter, it may enter a phase of inventory normalization, which will mean a natural adjustment to demand.