The Upside Risks
In this week’s charts, we highlight a cluster of upside risks that may be underappreciated in current economic forecasts. These include:
A faster-than-expected pace of policy easing in advanced economies
A further sharp decline in oil prices
A positive AI-driven surprise from US productivity
Unexpected resilience from the US economy
India's growth momentum firms again
The Global South exhibits much greater domestic autonomy
This marks our final Charts of the Week publication for 2026. The next edition will be released on Thursday 8 January.
The skinny
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