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Listen "No Free Lunch"
Episode Synopsis
The global economy remains in a delicate position, with financial markets exhibiting resilience despite key policy uncertainties, geopolitical sensitivities, and a fragile pace of economic growth across many regions. In our charts this week we focus on:
· US growth surprises
· US trade in goods versus services
· Global policy uncertainty and the dollar
· Defence spending in Europe
· Dun and Bradstreet’s risk indicators
· Canada’s supply side risks
· US growth surprises
· US trade in goods versus services
· Global policy uncertainty and the dollar
· Defence spending in Europe
· Dun and Bradstreet’s risk indicators
· Canada’s supply side risks
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The Downside Risks
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D&B's Global Business Survey Data
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The Year Ahead
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The Year in Review
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Optimism with caveats
30/10/2025
Risks and Relief
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In God we trust