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Listen "Cooling Inflation, Diverging Growth"
Episode Synopsis
Over the past few weeks, global financial markets have taken comfort from cooling inflation, resilient earnings and continued upside surprises in the dataflow. More recently, however, geopolitical developments have injected a note of caution, even as the macro backdrop remains broadly supportive. In our charts this week we focus on:
Global growth conditions
Supply chain pressures and inflation
Interest rate expectations
Venezuela and oil
China's excess capacity
Public sector intebtedness
Global growth conditions
Supply chain pressures and inflation
Interest rate expectations
Venezuela and oil
China's excess capacity
Public sector intebtedness
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The Year in Review
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Optimism with caveats
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Risks and Relief
23/10/2025
Momentum With Caveats
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In God we trust