The monthly report from #OPEC estimates a rebound in the global economy in the second half of 2025, driven by strong demand in India, China, Brazil, and a recovery in the U.S. and the Eurozone. For this reason, OPEC+ agreed to increase oil production in August by 548,000 bpd, with crude prices showing stability against seasonal demand.

The Governor of the Bank of England, Andrew Bailey, warned about the dangers of trade and financial imbalances if powers like the U.S. and China do not collaborate, highlighting the need for the IMF to facilitate multilateral agreements.

Economists like Autor and Hanson warn of a second 'China Shock,' this time driven by China's technological advances in AI, robotics, and biotechnology. They propose a strategy based on trade alliances, investment, and support for strategic sectors in the U.S.

Investors seem to be putting aside fears of a trade war, according to a Bank of America survey: only a minority expect a recession, and enthusiasm for AI continues to grow.

Finally, the OECD warns of weak global growth in 2025–26 (2.9%), attributed to unprecedented tariffs and trade barriers, and urges trade agreements and investment to sustain the recovery.