Global Capital Markets

Entering 2026, global investors confronted a fragmented landscape disrupted by divergent monetary policies, uneven policy credibility, and shifting centers of economic leadership. This opening plenary examines how uncertainties around the Federal Reserve, inflation trajectories, fiscal pressures, and geopolitical risk are reshaping currencies, real rates, and cross-border capital flows on a global scale. The panelists, all leaders in finance, will discuss where capital is moving, how confidence is formed or lost in major economies, and how policy divergence is influencing global financial conditions. The conversation will frame the macro forces shaping markets and the implications for global stability and long-term capital health.