# The Year in Review

Page: https://stenobird.com/podcast/macro-pulse-6609925/the-year-in-review
Text version: https://stenobird.com/podcast/macro-pulse-6609925/the-year-in-review.md
Podcast: [Macro Pulse](https://stenobird.com/podcast/macro-pulse-6609925)
Published: 2025-11-13T13:11:09+00:00
Episode link: https://haveranalytics.podbean.com/e/the-year-in-review-1763039469/
Audio file: https://mcdn.podbean.com/mf/web/japvc5tnsequy6iz/November_13th_COTW_pod-esv2-85p-bg-86p9lwk2.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/the-year-in-review
Duration seconds: 677

## Resource

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

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## Transcript

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