Listen "The Year in Review"
Episode Synopsis
The global economic story of 2025 has been one of resilience amid disruption. Despite a succession of shocks — from US trade policies and elevated geopolitical risks— the world economy has held up better than many feared. In our charts this week we review:
Global data surprises and market volatility
Monetary policy calibration and inflation
The stance of fiscal policy
AI investment and productivity growth
US/China trade flows
Uncertainty and geopolitical risk
Global data surprises and market volatility
Monetary policy calibration and inflation
The stance of fiscal policy
AI investment and productivity growth
US/China trade flows
Uncertainty and geopolitical risk
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Between Optimism and Uncertainty
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Cooling Inflation, Diverging Growth
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The Upside Risks
18/12/2025
The Downside Risks
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Diverging Paths, Converging Risks
04/12/2025
D&B's Global Business Survey Data
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The Year Ahead
20/11/2025
Optimism with caveats
30/10/2025
Risks and Relief
23/10/2025
Momentum With Caveats
16/10/2025
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