From Blue To Red

US policy decisions have continued to generate volatility in financial markets, reflecting mounting investor unease about the global economic outlook. Consensus forecasts for growth in 2025 have certainly been revised down significantly, while inflation expectations—particularly in the US—have moved higher. In our charts this week we focus on:

• Consensus growth forecasts
• Consensus inflation forecasts
• Financial market volatility
• US business sentiment
• Global shipping costs
• China's real estate sector