Counterpoint Research projects global foldable smartphone shipments to increase 21% YoY in 2026, driven by sustained consumer demand for premium large foldables, intensifying competition among leading smartphone vendors and Apple’s expected entry into the foldable market, sustaining expansion from the 2025 base.

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Capital Economics senior markets economist James Reilly said in a note the 2- to 10-year US Treasury yield spread is expected to narrow further over the coming months and could invert. He warned escalating tensions in the Strait of Hormuz could trigger a full inversion. Reilly said a jump in 2-year real yields has driven the recent flattening and, as investors lift rate expectations, the curve should continue to flatten in the near term.