Episode Details

IMF Global Outlook: Resilience in Focus

In this podcast, Jeremy Fasquelle and Guy Ertz discuss the latest IMF Global Economic Outlook and look at the key forces shaping the global economy and financial markets:

• Resilient global growth, supported by investment in AI, infrastructure and defence.
• Inflation dynamics, as AI adds to price pressures in the short term but could prove disinflationary over the longer term.
• Key risks, from geopolitical and energy-market tensions to a potential AI bust and debt sustainability concerns.
• Central banks and bond markets, with a focus on interest rates, government bond yields and investment opportunities.

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