The Upside Risks

18/12/2025 10 min Episodio 131
The Upside Risks

Listen "The Upside Risks"

Episode Synopsis

In this week’s charts, we highlight a cluster of upside risks that may be underappreciated in current economic forecasts. These include:

A faster-than-expected pace of policy easing in advanced economies 
A further sharp decline in oil prices
A positive AI-driven surprise from US productivity 
Unexpected resilience from the US economy
India's growth momentum firms again
The Global South exhibits much greater domestic autonomy

 
This marks our final Charts of the Week publication for 2026. The next edition will be released on Thursday 8 January.