2026年全球经济展望报告（英文版）.pptxVIP

ForewordfromDeloitte’schiefglobaleconomist

Asanticipatedinourlastglobaleconomicoutlook,electionsaroundtheworldhavedrivennotablepolicy

changesthatalteredthetrajectoriesofinflation,borrowingcosts,currencyvalues,andtradeandcapital

flowsin2025.OnesignificantdevelopmentwasthattheUnitedStatesraisedsignificantbarrierstotrade,disruptingsupplychainsandcreatingfinancialmarketvolatility.Sincethen,ithasstrucktradedealswith

numerouscountries,reinstatingsomepredictabilityinthosetradingrelationships,albeitathighercosts.

RestrictiveUStradepolicyhasalsopushedothercountriesclosertogether,withnumeroustradedeals

beinginkedamongnon-UScountries.

In2026,weexpecttoseetheeffectsoftheseglobalpolicyshiftsmoreclearly.Governmentsareadapting

toanewgeopoliticalrealityandadjustingtheirfiscalandstructuralpolicyplansaccordingly.Thiswill

likelybecomemoreapparentinthenewyear.Inaddition,severalcountriesarecompetingtoremainat

thefrontieroftechnologicalinnovation,particularlyinartificialintelligence,whileothersaretryingnotto

fallfurtherbehind.Significantinvestmentstodevelopthisinnovationecosystemarelikelytocontinuein

2026.However,thereisariskthatrelatedspendinghasoccurredtooquicklyandthatadownward

adjustmentcouldbeonthehorizon.

Inthefollowingsections,economistsfromDeloitte’sfirmsoffertheirviewsontheirrespectivecountries’

outlooksforthecomingyear.Wehopethatreaderswillfindtheseoutlooksinteresting,insightful,and

helpful.Yourfeedbackismostwelcome,andoureconomistsareavailableformorein-depthdiscussions

onthesematters.

TheAmericas

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ARTICLE•62-MINREAD•19DECEMBER2