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Listen "Fault Lines and Rate Cuts"
Episode Synopsis
Recent weeks have seen a complex recalibration in global financial markets, as investors weigh the implications of renewed US tariff actions against accumulating signs of economic softness and growing confidence in the prospect of central bank easing. In our charts this week we home in on:
The global policy rate consensus
The US labour market and Fed easing expectations
Oil prices and inflation surprises
Services inflation in the euro area
Global trade conditions
China's domestic imbalances
The global policy rate consensus
The US labour market and Fed easing expectations
Oil prices and inflation surprises
Services inflation in the euro area
Global trade conditions
China's domestic imbalances
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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
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Risks and Relief
23/10/2025
In God we trust