CNA Inflation, tariffs, AI stocks: Where are markets headed in 2026? | Money Talks

With talk of an AI bubble and expectations that the US economy will slow down, 2026 looks set to be another unpredictable year for investors. But where does that leave your savings, loans and investments? OCBC’s chief economist, Selena Ling, joins Andrea Heng to discuss what to expect in the year ahead.

Highlights:
01:20 Global economy braces for 2026
02:10 US vs Europe: Diverging growth paths
04:27 Short-term and long-term factors
05:34 Is the AI bubble about to burst?
09:06 China’s economic slowdown explained
11:25 How ageing populations impact growth
13:12 China’s role in global manufacturing
14:08 Singapore’s 2026 GDP outlook
15:25 Interest rate predictions amid Fed shifts
20:56 Why inflation still feels painful

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