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January 02, 2026 | The Week Ahead
In the third of our 2026 Outlook episodes, we discuss the focus on fiscal policy, disinflation pressures and the major risks to the region in the year ahead. In the Euro Area, we see growth accelerating with supportive fiscal policy, but limited inflation pressure and no ECB rate changes. In the UK, we still expect another rate cut and see significant disinflation in the months ahead, with political risks building later in 2026. We expect 1000bp of rate cuts in Türkiye as inflation falls from over 30% towards 20% and the real exchange rate appreciates.
Week Ahead Podcast Host & Head of G10 FX Strategy
Chief UK & Euro Area Economist
Senior European Economist
European Economist
Senior Türkiye Economist
