The Scenario Based Outlook for 2026
Scenario based thinking becomes a leadership advantage when it replaces point forecasts with decision rules that hold up under volatility. Dr. Henning Stein and Glenn Tyranski frame 2026 as a Roaring Twenties style expansion with bumpy roads, where capital markets signal momentum even as headlines amplify pessimism. The outlook pairs momentum with valuation discipline, emphasizes adaptation to trade barriers and Federal Reserve policy, and tracks AI as both an infrastructure build out and a productivity engine for non tech sectors. Higher yields reflect intense competition for capital across private investment and public deficits. Risk management centers on watchlist signals, correction readiness, and precious metals as shock absorbers.
Information
Program:
1Intelligence
Released:
2025
Languages
Audio:
English
Subtitles:
English
Accessibility
CC:
Closed caption (CC) available in English
Transcript:
Video transcript available in English