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Listen "Dollar Dips and Trade Trips"
Episode Synopsis
Financial market volatility has remained elevated over the past several days as investors attempted to weigh a modest improvement in sentiment—driven by a potential, if partial, retreat by the US administration from its aggressive tariff stance—against a still-cloudy global outlook. In our charts this week we focus on:
Global growth signals
US capex intentions
South Korea's trade
Gold prices
The US dollar and market volatility
Global rebalancing
Global growth signals
US capex intentions
South Korea's trade
Gold prices
The US dollar and market volatility
Global rebalancing
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The Downside Risks
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Diverging Paths, Converging Risks
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D&B's Global Business Survey Data
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The Year Ahead
20/11/2025
The Year in Review
13/11/2025
Optimism with caveats
30/10/2025
Risks and Relief
23/10/2025
In God we trust