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Listen "Shutdowns and Shake-Ups"
Episode Synopsis
Financial markets have been navigating a US government shutdown that has frozen key data releases and muddied the macro picture. In the meantime, political cross-currents in Europe and Asia have added to the noise. In our charts this week we drill into:
The US labour market
Global productivity trends
Electricity prices
Natural capital versus produced capital
Japan's politics
Vietnam's economy
The US labour market
Global productivity trends
Electricity prices
Natural capital versus produced capital
Japan's politics
Vietnam's economy
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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