This podcast is an 11-minute reflection on the recently concluded IMF annual meetings, held at Washington DC. The meetings were characterised by relief over global economic resiliency, juxtaposed by heightened concerns about a variety of risks. Global growth is expected to remain stable between 2024 and 2025. Concerns about inflation have receded, but we caution against a victory lap. USD weaponisation and trade wars are causing investor strategies to shift. EM resilience would be tested by the outcome of the US elections. Intersection of AI and capital markets is generating interest from regulators. We discuss a chapter in the IMF’s Global Financial Stability Report on this theme.
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