歐盟-印尼自由貿易協定談判結束，擴大貿易和投資（繁）

欧盟-印尼自由贸易协定谈判结束，扩大贸易和投资（简）

Financial Forecasts October 2025: Economies are holding up against political chaos for now

Despite a chaotic political environment with a trade war continually piling on announcements after the summer truce, economies are holding up, and we are still making some upward revisions (US, Brazil, UK, Emerging Markets). Many believed in a pause in tariffs and an end to uncertainty. We are far from that, with new announcements (100% on foreign films, pharmaceuticals, wood, etc.) and renewed threats against Europe, which is seeking to implement its DMA and DSA legislation (addressing monopolistic excesses and fake news). While the shock from tariffs is indeed stagflationary, resulting in sl...