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BlackRock Global Outlook 2026: Why Stablecoins and AI are the New Macro Pilots

BlackRock has released its most aggressive outlook yet for 2026, centering on three themes: Micro is Macro, Leveraging Up, and the Diversification Mirage.

The AI-Leverage Connection:
AI builders are "front-loading" massive investments while revenues remain "back-loaded." This creates a financing "hump" that requires historic levels of debt, making the 2026 financial system more vulnerable to bond yield shocks. BlackRock remains overweight U.S. equities but tactically underweight long-term Treasuries.

Stablecoins: The Future of Finance:
The report explicitly mentions that the widespread adoption of stablecoins could drain over $1 trillion from traditional bank accounts in emerging markets. BlackRock views this as a "systemic shift" in global monetary sovereignty.
For investors, this signals that the infrastructure for the "next generation of markets" will be built on digital rails.

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