2026 Macro Stage: Statecraft, Tariffs, and a K-Shaped Economy Defined

Christian Lawrence, head of cross-asset macro strategy at Rabobank, said 2026 will be shaped by intersecting “regimes” across geopolitics, the economy and markets, with inflation staying close to 3%, growth near trend, cautious Fed easing, and continued use of tariffs and industrial policy as strategic tools. “We are going through some fundamental regime shifts,” Lawrence told GSMC 2026 attendees, citing statecraft, a K‑shaped economy, and “volatility suppression” in markets as the key frames for the year ahead... To read the rest of GSMC 2026: Statecraft, Tariffs and a K‑Shaped Economy Set the Macro Stage for 2026, Please Login Below: Email Password Email Address is required. Password is required. New to SeafoodNews? Sign up here! GSMC 2026: Statecraft, Tariffs and a K‑Shaped Economy Set the Macro Stage for 2026 Christian Lawrence, head of cross-asset macro strategy at Rabobank, said 2026 will be shaped by intersecting “regimes” across geopolitics, the economy and markets, with inflation staying close to 3%, growth near trend, cautious Fed easing, and continued use of tariffs and industrial policy as strategic tools. “We are going through some fundamental regime shifts,” Lawrence told GSMC 2026 attendees, citing statecraft, a K‑shaped economy, and “volatility suppression” in markets as the key frames for the year ahead... To Read Full Story Login Below. Note: All comments are displayed with user's screen name. If screen name is not present, user's full name will be used. Please go to My Account to update your screen name. Submit comment or question This comment will be posted using your screen name: Submit Notification