Episode
The Upside Risks
- Podcast
- Macro Pulse
- Published
- Dec 18, 2025
- Duration seconds
- 631
- Processing state
not_requested- Canonical source
- https://haveranalytics.podbean.com/e/the-upside-risks/
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Summary
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.