December 18, 2025

The Upside Risks

10 minutes

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.

...more

By Haver Analytics