Global growth continues to hold up well, but this week's data flag a few fresh risks on the inflation and geopolitical front. In our charts this week:
- Global equity markets remain resilient
- Global PMIs point to a solid expansion
- US growth, not inflation, is keeping bond yields elevated
- Supply chains eased in June, but this week’s Middle East flare-up threatens that
- Extreme heat across Europe is a fresh supply-side risk
- AI investment’s highs in 2025
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