The Year in Review

13/11/2025 11 min Episodio 126
The Year in Review

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