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Listen "Uncertainty Is the Easy Part"
Episode Synopsis
The policy decisions of a new US administration could potentially impact the global economy in a number of ways with key areas that might be affected including trade and tariffs, geopolitical stability, fiscal policy, deregulation, and immigration policy. In our charts this week we focus on:
· Global equity market responses
· Economic policy uncertainty
· The consensus for policy rates
· Oil prices and yields
· China’s economy
· Japan’s politics
· Global equity market responses
· Economic policy uncertainty
· The consensus for policy rates
· Oil prices and yields
· China’s economy
· Japan’s politics
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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