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Twenty 26: The Year Everything Changes  – Wednesday 21 January 2026 at 9:30am
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EQ Special Briefing

Twenty 26: The Year Everything Changes

EQ Economics kicks off the new year with our first special briefing on 21 January. While others are on the beach, you can get ahead of the competition. What is on the cards in 2026 for business and finance professionals?

Warren Hogan will review the key issues, trends, factors that could make 2026 a year of historic change. From geopolitical risks, financial stresses and strains to the threat of rising inflation and interest rates.

Standard Online Ticket
$165.00

In 2026 the first baby boomer will turn 80 years of age; an historic milestone that will send ripples throughout the global economy and financial system.

This Special Briefing is the perfect start to the new year, arming yourself with the information, insights and ideas that will set you up to be ahead of the pack; a thought leader and decisive decision maker.

This extended virtual briefing will include a basic introduction to how demographic change and technological adoption are transforming our society and economy.

An outline of the geopolitical contest and the main risk factors and flash points in 2026. Potential implications for trade, commodity prices and the global economy. 

Also:

  • What we expect to see in the US and China
  • Global risk factors including private credit markets and liquidity, higher interest rates and inflation
  • Can the RBA finally get inflation under control?
  • Will the governments of Australia have the capacity to get spending under control?
  • Will the infrastructure boom transition to Queensland, SA and WA?
  • Where are the business hotspots from an industry and geographic perspective.
  • Can house prices continue to rise or will higher interest rates cause prices to fall?

The Australian economy is confronting the ongoing challenge of persistent inflation, which continues to affect both consumers and businesses. In addition to inflationary pressures, current fiscal policy remains relatively loose, raising concerns about long-term economic stability and government spending capacity.

At the same time, Australia is navigating significant demographic shifts, including an ageing population and changing workforce dynamics. These changes are reshaping the landscape for growth and productivity. Furthermore, rapid technological adoption is transforming industries and the broader economy, demanding adaptation and innovation from both the public and private sectors.

All this and more on Wednesday 21 January 2026

Do not miss this one-time opportunity to get the year off to a good start.

Briefing Format
9:30am
Session One: The Big Picture and the Economic Cycle
9:35am
Summary: Themes and views shaping 2026
9:50am
The consensus view, market pricing, the EQ View, and the risk scenarios
10:00am
Demographic change, supercomputing and the new economy of the 2020s
10:15am
What we are watching: the big forces, policy and politics
10:25am
Global Backdrop: assumptions, forecasts and risks
10:45am
Australia: central case forecasts and risk scenarios
11:00am
Break
11:10am
Session Two: The 2026 Outlook – What we are watching: the cyclical economic outlook
11:20am
Outlook for interest rates: 2026 and 2036
11:40am
Property, housing and construction: a macro perspective
12:00pm
Business conditions: cost pressures, labour shortages and the tech imperative
12:15pm
Politics and policy comments
12:25pm
Quick Q&A
12:30pm
Close

Warren Hogan: The Economist Who Outperformed the Consensus.

Most economists live in theory. Warren Hogan lives in the market.

For three decades, Warren has stood at the coalface of the world’s largest financial markets. As the former Chief Economist of ANZ Banking Group and Credit Suisse, and a Principal Advisor to the Australian Federal Treasury, he hasn’t just observed the economy – he has shaped the strategies of global banks, sovereign funds, and trading floors.

He founded EQ Economics to bring this institutional-grade firepower to Australian business leaders who are tired of generic, “two-handed” advice.

Why 2026 Requires Warren’s View:

He is battle-tested in the “Fire Pit”: Warren spent years as an interest rate strategist on global trading floors. In that environment, a bad forecast isn’t an opinion – it’s a financial loss. This “fire pit of risk” forged a forecasting style that is clinical, commercial, and decisive.

He rejects the Consensus: Warren was named the AFR’s Inaugural Forecaster of the Year (2024) because he saw the signals the crowd missed. When others predict a soft landing, Warren looks at the data – not the sentiment.

He speaks “Boardroom,” not “Academic”: Having advised the C-Suite of Australia’s largest institutions, Warren knows that an economic briefing is useless unless it translates into a decision on the balance sheet.