Growth Holds Firm
Global growth continues to hold up well, but this week's data flag a few fresh risks on the inflation and geopolitical front. In our charts this week:
Global equity markets remain resilient
Global PMIs point to a solid expansion
US growth, not inflation, is keeping bond yields elevated
Supply chains eased in June, but this week’s Middle East flare-up threatens that
Extreme heat across Europe is a fresh supply-side risk
AI investment’s highs in 2025
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.