Why a Global Upswing Is Brewing - The Parallels with the Noughties
Longview Economics
Tue 01 Jul 2025 - 15:00 BST / 10:00 ET / 16:00 CET
Topics
The unusual shape of global growth post COVID (i.e. the global macro backdrop since 2022).
How damaging are tariffs (really)?
US mid-cycle slowdown or something worse? What are the growth/slowdown signs?
In the ‘Foothills of Sunlit Uplands’ – how the outlook for global growth is changing and why, beyond the noise, it’s positive.
Why a global cyclical upswing is brewing.
The parallels with the Noughties.
How to allocate capital across the global financial landscape – which countries, sectors, and asset classes?
Why gold is toppy and the outlook for oil.
