PA - Global Macro

PA - Global Macro

Macro Visions for 2026

Part II

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Paper Alfa
Dec 18, 2025
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by Macro D

This is the second part of my macro vision three-part series. You can find the first one below.

And now, I shall explore with you my vision of the future.

2026 will likely be the first of a small number of years, intrinsically characterised by the need to pay for the damage caused by preceding years. Social disenchantment, forged by a nihilistic matrix that encourages people to “believe less and less” and hardens their hearts, will begin to push markets into a downward spiral, setting aside the unhealthy desire to indulge in constant flights of fancy.

Let’s explore more.

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