Quarterly Economic Update - Winter 2025-26
Description
In this episode, Kallum Pickering and Simon French return to share their perspectives on the current economic landscape, discussing recent global economic developments and how major regions are responding to shifting conditions.
They examine the cooling of the US labour market, signs of stabilisation in China, and the uneven recovery in Europe and the UK.
The conversation highlights the growing importance of political risk, including the pressures facing longstanding institutions and the influence of geopolitical events on economic planning.
Both Kallum and Simon also reflect on long-term fiscal challenges and the role of market signals in shaping policy choices.
Overall, the episode explores how governments and economies are adapting to a period of persistent uncertainty and structural change.
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