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#TariffSpillover #GlobalGrowth #OECDOutlook #EconomicTremors #TradeWars

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00:00The global economy looks fine on paper, but there's a hidden time bomb ticking beneath the
00:05surface. The OECD just dropped their latest outlook and here's what they found. Global
00:09growth is actually holding steady at 3.2% for 2025, up from 2.9% in June. AI investments in
00:16the US and China's fiscal stimulus are keeping things afloat. But here's the catch. US import
00:21tariffs have shot up to 19.5% and the real pain hasn't hit yet. Why? Many companies are still
00:27burning through their inventory stockpiles, essentially delaying the inevitable. Let's
00:33break down what's coming regionally. The US is set to slow dramatically from 2.8% growth down to just
00:391.8% in 2025 with further slowdowns ahead. China's bucking the trend, staying strong at 4.9%. But
00:45Europe and Japan, they're facing a perfect storm of trade tensions, inflation pressures and weakening
00:50demand. Here's the reality check we're in what economists call a delayed reckoning phase. The
00:55tariff shock wave is still spreading through the global system. When those inventory buffers
00:59run dry, the weakest economies and most trade exposed sectors will feel it first. The question
01:04isn't if this economic shock will fully land. It's when and who gets hit hardest.
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