Global Economy Ray Dalio’s View of 2026: The Global Economy Is Facing Not Just a Downturn, but a Breakdown of Order
Ray Dalio sees 2026 not as an ordinary business-cycle downturn, but as a historic turning point in which debt, currency risk, geopolitical conflict, domestic division, and technological disruption converge. This report examines what his worldview means for the global economy, the U.S.-led order, Japan, investors, and corporate risk management.