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Listen "The Downside Risks"
Episode Synopsis
As 2025 draws to a close, the global economy heads into 2026 with a surprisingly resilient backdrop: equities remain near cycle highs, volatility is low, and growth forecasts have been edging up. Against this constructive backdrop, our charts this week focus on some of the key downside risks that concern:
The global growth consensus
Central bank policy calibration
Financial market stability
AI expectation versus reality
Global trade disruption
Geopolitical risks
The global growth consensus
Central bank policy calibration
Financial market stability
AI expectation versus reality
Global trade disruption
Geopolitical risks
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The Upside Risks
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04/12/2025
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
Momentum With Caveats
16/10/2025
In God we trust