EVENTS:   Acceleration in the Energy Transition - David Scott/CHA-AM Advisors - 12 May 26     ROADSHOWS: Consumer Research & Industry Trends focused on US Retail, E-Tail, and Consumer Products Companies - Scott Mushkin /R5 Capital   •   London   07 - 08 May 26       US Equity Short Research & Strategy - Zach Shannon /Corto Capital Advisors   •   New York   18 - 19 May 26       Investing in Constraint: Governance, Scarcity, and the Next Phase of the Energy Transition - François Boutin-Dufresne & Félix-A. Boudreault & Lenka Martinek /Sustainable Market Strategies   •   London   18 - 19 May 26      

GFC Economics: 27 Years of Calling Big Turning Points in the Global Macro Economy

GFC Economics

Wed 22 Apr 2026 - 10:00 EDT / 15:00 BST / 16:00 CEST

Topics

• Graham Turner is broadly positive on markets, driven by the AI/technology boom and healthy US private-sector debt.

• China is a major beneficiary, thanks to strength in renewables, EVs, exports, and shifting global alliances.

• The US remains attractive but has risks, especially around politics, the Middle East conflict, and the timing of rate cuts.

• The UK outlook is weak, with policy choices hurting business confidence and jobs, especially in high-paying sectors.

• Asia and emerging markets are preferred, with Japan and China seen as well positioned and the yen viewed as undervalued.