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A case is made that the US floor is low but the ceiling is high, while the range for the rest of the world is narrower. A counter argument is that the bullish view of risk assets poses more of an asymmetric risk distribution for the US. Fiscal policies have tilted easier this year, a theme we stressed in our year-ahead outlook, but the latest developments (France, Japan, China, US) do not move the global needle much.

Speakers:

Bruce Kasman

Joseph Lupton

This podcast was recorded on 10 October 2025.

This communication is provided for information purposes only. Instit

Global Data Pod Weekender: Just how symmetric are risks, really?

Global Data Pod