This is a special episode of The Weekly Briefing from Capital Economics all about the themes that will shape the global economy in 2025. Group Chief Economist Neil Shearing and Chief Global Economist Jennifer McKeown stepped out of our client event in London on 4th December to talk to David Wilder about the 2025 growth story.

They discussed how Donald Trump’s policy pledges will – and won’t – affect US and global macro variables in the coming year, whether creaking public debt profiles will stir up the bond vigilantes, the limits of geopolitics as a driver of the macro story and more.

Analysis and events referenced in this episode:

Five for 25: The macro themes that will shape next year
https://www.capitaleconomics.com/blog/five-25-macro-themes-will-shape-next-year

Drop-In: The World in 2025 – The global macro and market outlook
https://www.capitaleconomics.com/events/drop-world-2025-global-macro-and-market-outlook

The World in 2025 – The macro themes that will shape next year