Economic Update: Treasury Considerations for the Remainder of 2026

In this episode, Craig Jeffery and Paul Galloway discuss the economic conditions treasury teams should be watching through the remainder of 2026. They cover Fed leadership, inflation, labor markets, liquidity, working capital, geopolitical risk, tariffs, sanctions, and the importance of using reliable data and banking relationships to stay informed.

Liquidity Stress Testing: Preparing Treasury for Shock Events (2026)

Supply Chain Finance and Cash Conversion Cycle Explained (2026)

Timestamps:

00:00 Introduction

00:48 New Fed leadership and monetary policy

04:53 Growth, inflation, and energy

08:47 Treasury's economic outlook

10:44 Geopolitical risk, tariffs, and sanctions

16:07 How treasury teams can stay informed

18:46 AI, data, and economic analysis

20:17 Final thoughts