In this episode of Global Economy Unwrapped, the GEU team tours the world, looking at risks. The global economy continues to hold up despite a number of large shocks and potential problems, so have markets become inured to geopolitical risk? The team discusses the ongoing conflict in the Middle East, persistent trade tensions, cracks in the AI boom, rising yields, and the potential for monetary policy missteps. They conclude that the global economy looks surprisingly good, but the risks are far from trivial.
In this episode of Global Economy Unwrapped, the GEU team tours the world, looking at risks. The global economy continues to hold up despite a number of large shocks and potential problems, so have markets become inured to geopolitical risk? The team discusses the ongoing conflict in the Middle East, persistent trade tensions, cracks in the AI boom, rising yields, and the potential for monetary policy missteps. They conclude that the global economy looks surprisingly good, but the risks are far from trivial.