Callum Thomas: Central banks shifting from monetary easing to rate hikes in 2026

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Callum Thomas: Central banks shifting from monetary easing to rate hikes in 2026 — Central banks begin pivot to rate hikes

Callum Thomas stated that previous monetary easing has contributed to resilient global growth this year. However, he described a shift now taking place, with more central banks pivoting to rate hikes. Thomas noted that while 2026 began with monetary tailwinds, central banks' stance is changing toward tightening.

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Earlier this year, Callum Thomas observed that continued Fed rate hikes could push investor positioning and market valuations to historical extremes, as noted in a previous article. He has also analyzed how TLT's total return, adjusted for CPI and interest, is approaching its inception level, according to his earlier coverage. These comments reflect his ongoing attention to the impacts of central bank policy shifts.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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