# #214 Our first Global Macro Forecast of 2026 Page: https://stenobird.com/podcast/handelsbanken-insights-economic-update-3582626/214-our-first-global-macro-forecast-of-2026 Text version: https://stenobird.com/podcast/handelsbanken-insights-economic-update-3582626/214-our-first-global-macro-forecast-of-2026.md Podcast: [Handelsbanken Insights Economic Update](https://stenobird.com/podcast/handelsbanken-insights-economic-update-3582626) Published: 2026-01-26T14:03:58+00:00 Episode link: https://podcasters.spotify.com/pod/show/handelsbanken-uk/episodes/214-Our-first-Global-Macro-Forecast-of-2026-e3e6ue1 Audio file: https://anchor.fm/s/4bc355dc/podcast/play/114571137/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-0-26%2Fd99d9023-883e-36aa-9512-b4cd917ec0dd.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/handelsbanken-insights-economic-update-3582626/episodes/214-our-first-global-macro-forecast-of-2026 Duration seconds: 989 ## Resource Join UK Chief Economist James Sproule and our Global Head of Forecasting Johan Löf as they reveal our expectations for the world's economy at the start of 2026. Global recovery loading...but risks still loom Improving sentiment supports consumption and investment beyond AI and defence The outlook for interest rates in the US and Europe. And UK Senior Economist Daniel Mahoney offers 3 potential scenarios for how AI could affect the global economy. 🖱️ Download the Global Macro Forecast - The Economy Reboots ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/handelsbanken-insights-economic-update-3582626/episodes/214-our-first-global-macro-forecast-of-2026/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/handelsbanken-insights-economic-update-3582626/214-our-first-global-macro-forecast-of-2026.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.