The global balance sheet 2026: Imbalance and divergence
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For the best viewing experience, watch the full recording here: https://www.mckinsey.com/mgi/overview/virtual-event-replays/watch-the-replay-leading-voices-discuss-the-imbalance-and-divergence-of-the-2026-global-balance-sheet Audio note: Sound is corrected at 1:20. The world’s assets, liabilities, and wealth hit record highs in 2025, reaching $1.8 quadrillion in assets and $570 trillion in household wealth. But most of that new wealth growth happened “on paper,” not through real investment, leaving the global balance sheet out of proportion with the economy by historical standards. The US, Europe, and China are now on distinctly different economic paths, each carrying its own imbalances. The session will explore: ➢ What does the record growth in global wealth tell us about the health of the global economy? ➢ What is driving the diverging paths of the US, Europe, and China? ➢ How exposed are businesses to a repricing shock amid record equity valuations and government debt? ➢ Which swing factors matter most for growth, inflation, and interest rates ahead? Subscribe to our channel: http://mck.co/YouTube Subscribe to our newsletters: http://mck.co/Subscribe *Find us on:* Facebook: http://mck.co/Facebook Twitter: http://mck.co/Twitter LinkedIn: http://mck.co/LinkedIn Instagram: http://mck.co/Instagram See www.mckinsey.com/privacy-policy for privacy information.
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