Global growth remains resilient despite a trade war with the US and increased geopolitical conflict

Despite a massive tariff shock initiated by the US in 2025, and a substantial increase in geopolitical uncertainty that looks likely to continue in 2026, global economic activity proved resilient last year. It was supported by front-loaded shipments and inventory accumulation ahead of the tariff increases, further monetary policy easing in most major economies and a large and ongoing investment in Artificial Intelligence (AI).

https://stanlib.com/cms/insights-articles/global-growth-remains-resilient-despite-a-trade-war-with-the-us-and-increased-geopolitical-conflict?utm_source=Newsletter&utm_medium=Email&utm_campaign=2026-market-and-economic-outlook

January 26 2026 By Kevin Lings & Ndivhuho Netshitenze - Stanlib