OECD Raises 2026 Global Growth Forecast to 2.9%, Cuts 2027 to 3.0%

The revision pattern matters more than the levels: a slight upgrade for 2026 paired with downgrades for 2027 and a sharply higher 2027 inflation path suggests the OECD sees a short-term resilience masking a more stagflationary medium-term mix. For crypto and RWA markets, which trade heavily on the rate and liquidity outlook, the higher 2027 inflation revision is the operative line — it implies less room for the easing cycle that risk assets have been pricing. Whether that inflation upgrade is treated as a forecast quirk or the start of a trend is the open question.