Macro, Markets, Geopolitics and Tech: A Q3 2026 Guide for CFOs and Corporates

This report provides a Q3 2026 outlook for CFOs, focusing on macroeconomic energy shocks, resilient market fundamentals, and the impact of AI adoption.

Key Takeaways

• 1.Energy shock fears have reignited due to renewed US-Iran attacks in the Strait, though the global economy remains resilient.
• 2.Corporate earnings are expected to be strong and credit spreads have shown resilience to shocks.
• 3.Central banks, specifically the Fed and ECB, are expected to hike rates in response to the energy shock.

Table of Contents

• Appendix 1
• Important Disclosures
• Analyst Certification
• Additional Information

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