Global Futures Market Outlook 2025-2026: Structural Shifts and Crypto Implications
The global financial system is undergoing a regime shift as it enters 2025, moving from an era of low interest rates and synchronized monetary policy to one defined by persistent inflation, fiscal dominance, and fragmented trade relationships. While 2024 saw exceptional market performance driven by disinflation and corporate earnings growth, the next two years will demand forensic scrutiny of returns amid a structural pivot toward real assets.
Central banks are losing primacy to fiscal policy as governments take center stage. Commodity scarcity is creating persistent backwardation in futures curves, while AI infrastructure maturation emerges as a key theme. This new paradigm demands strategic repositioning across asset classes—including digital assets that serve as inflation hedges or AI-related infrastructure plays.
