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Global Economy: Issues to watch in the second half of 2025 cover
Global Economy: Issues to watch in the second half of 2025 cover
Macro Waves

Global Economy: Issues to watch in the second half of 2025

Global Economy: Issues to watch in the second half of 2025

19min |25/07/2025
Play
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Global Economy: Issues to watch in the second half of 2025 cover
Global Economy: Issues to watch in the second half of 2025 cover
Macro Waves

Global Economy: Issues to watch in the second half of 2025

Global Economy: Issues to watch in the second half of 2025

19min |25/07/2025
Play

Description

As we enter the second half of the year, and after a first half marked in particular on the economic front by the tariff war initiated by the United States, we suggest that we pause and look back for a moment. This will allow us to understand the dynamics that have shaped our economies over the last six months. It will also help us to identify to what extent and in what way they will impact the economic outlook for the second half of the year. What scenario should we expect?


Hosted by Ausha. See ausha.co/privacy-policy for more information.

Chapters

  • Introduction

    00:00

  • A Global Tariff War

    02:24

  • Chinese authorities have introduced measures to stimulate household consumption

    12:31

  • The impact of fiscal policy on economic stability

    13:36

  • Europe has heard the warnings that were sounded in 2024

    15:48

  • Can the UK pull itself out of the gloom of 2024?

    16:53

  • Conclusion: Will the second half of 2025 be as hectic as the first?

    17:36

Description

As we enter the second half of the year, and after a first half marked in particular on the economic front by the tariff war initiated by the United States, we suggest that we pause and look back for a moment. This will allow us to understand the dynamics that have shaped our economies over the last six months. It will also help us to identify to what extent and in what way they will impact the economic outlook for the second half of the year. What scenario should we expect?


Hosted by Ausha. See ausha.co/privacy-policy for more information.

Chapters

  • Introduction

    00:00

  • A Global Tariff War

    02:24

  • Chinese authorities have introduced measures to stimulate household consumption

    12:31

  • The impact of fiscal policy on economic stability

    13:36

  • Europe has heard the warnings that were sounded in 2024

    15:48

  • Can the UK pull itself out of the gloom of 2024?

    16:53

  • Conclusion: Will the second half of 2025 be as hectic as the first?

    17:36

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Description

As we enter the second half of the year, and after a first half marked in particular on the economic front by the tariff war initiated by the United States, we suggest that we pause and look back for a moment. This will allow us to understand the dynamics that have shaped our economies over the last six months. It will also help us to identify to what extent and in what way they will impact the economic outlook for the second half of the year. What scenario should we expect?


Hosted by Ausha. See ausha.co/privacy-policy for more information.

Chapters

  • Introduction

    00:00

  • A Global Tariff War

    02:24

  • Chinese authorities have introduced measures to stimulate household consumption

    12:31

  • The impact of fiscal policy on economic stability

    13:36

  • Europe has heard the warnings that were sounded in 2024

    15:48

  • Can the UK pull itself out of the gloom of 2024?

    16:53

  • Conclusion: Will the second half of 2025 be as hectic as the first?

    17:36

Description

As we enter the second half of the year, and after a first half marked in particular on the economic front by the tariff war initiated by the United States, we suggest that we pause and look back for a moment. This will allow us to understand the dynamics that have shaped our economies over the last six months. It will also help us to identify to what extent and in what way they will impact the economic outlook for the second half of the year. What scenario should we expect?


Hosted by Ausha. See ausha.co/privacy-policy for more information.

Chapters

  • Introduction

    00:00

  • A Global Tariff War

    02:24

  • Chinese authorities have introduced measures to stimulate household consumption

    12:31

  • The impact of fiscal policy on economic stability

    13:36

  • Europe has heard the warnings that were sounded in 2024

    15:48

  • Can the UK pull itself out of the gloom of 2024?

    16:53

  • Conclusion: Will the second half of 2025 be as hectic as the first?

    17:36

Share

Embed

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