Reflections on Growth: No Strait Answer

Reflections on Growth: No Strait Answer

Gaurav is joined by Stefan, Andrew, Suren and Kamil to take stock of a global economy that is still holding up—just—three months into the Middle East conflict. Oil prices remain range‑bound for now, but the team warns that policy buffers are thinning and risks are becoming increasingly non‑linear. Asia is still benefiting from the AI boom, Europe’s economy looks more fragile as sentiment sours, while the Middle East itself faces mounting economic damage the longer the Strait of Hormuz stays constrained. With talk of messy reopenings, tipping points and mounting stagflation risks, the outlook is becoming steadily more uneasy.

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Avsnitt(88)

Asia's Alphabet Soup Economies

Asia's Alphabet Soup Economies

Gaurav, Stefan and Denise turn their attention back to Asia-Pacific after months dominated by the Middle East conflict. With signs that shipping through the Strait of Hormuz is beginning to resume, th...

25 Juni 40min

Europe: Transformation Amidst Turbulence

Europe: Transformation Amidst Turbulence

In this episode, Gaurav, Barbara, and Andrew are joined by Andrea Montanino, Chief Economist at Cassa Depositi e Prestiti, Italy, and former Executive Director at the IMF, to explore the profound tran...

18 Juni 59min

European Growth: Weak and Wavering

European Growth: Weak and Wavering

In the second part of a Europe mini-series, the focus shifts to the region’s growth outlook as the Middle East conflict weighs on momentum. Higher oil prices have led to downward revisions in growth f...

11 Juni 48min

Inflation Insurance

Inflation Insurance

Inflation is again testing Europe’s policymakers, raising uncomfortable questions about how persistent recent upward pressure will prove and how best to respond. In the first part of a European specia...

4 Juni 48min

Bond Markets on Edge

Bond Markets on Edge

Rising bond yields have moved centre stage as turmoil in the Middle East pushes up energy prices and rattles global markets. In this episode, Gaurav, Andrew, Kamil, Denise and Stefan dig into what’s d...

29 Maj 54min

He Said, Xi Said

He Said, Xi Said

Gaurav, Denise, Stefan and Andrew unpack the fallout from President Donald Trump’s closely watched meeting with President Xi Jinping in Beijing. With plenty of warm words but few concrete breakthrough...

15 Maj 41min

U.K. Special: Bond Yields and Ballot Boxes

U.K. Special: Bond Yields and Ballot Boxes

Gaurav is joined by Andrew and David for a long-overdue deep dive into the U.K, where the Middle East conflict has darkened the growth and inflation picture just as the economy seemed to be stabilisin...

7 Maj 55min

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