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.