Ken Wattret

speaker

312 appearances 3 recordings 1 series first heard Jun 2026 last heard 11 Jul

Ken Wattret’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 2.

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The Decisive Podcast: Insights and analysis to empower confident decision-making. · The Age of Agility: Midyear Signals for 2026 · 27 Jun 2026 podcast

To that particular issue, we can have a squeeze on real incomes partly offset by fiscal support, although the ability to do that in many economies is quite limited, particularly in some of the larger ones in Europe.

We can also think about lower household savings rates, possibly cushioning the effects on spending.

And Europe, in theory, has an advantage in that area because household saving rates are

been relatively high compared to the US, for example.

But with uncertainty still very elevated, households you would think would maintain precautionary saving, or maybe even increase their precautionary savings.

So in practice, that's probably not going to be much of a cushion.

Of course, in in recent days we've seen the agreement put in place to extend the ceasefire, try to reopen the straight foremost.

So some of those particular conflict related headwinds have looked a bit less worrisome.

But this being said, it takes time for oil flows to return to pre-conflict levels.

There's still lots of issues outstanding with the US-Iran agreement that

Could generate problems down the line.

So it doesn't still feel like we're back to normality.

There's a long way to go before we could say that.

Now, regarding the drivers of growth rather than the kind of pillars of resistance, one area we have to mention is AI-related spending.

That's been a really key engine of growth globally.

And we see that in lots of different data sets, construction of data centers.

demand for the kit that's going into them.

So investment in software, we probably all feel that on a day-to-day basis, the AI-related tools that we're using have been transformed over a relatively short period.

And then you have exports of key components.

And that's been a big positive for many of the economies in Asia Pacific, which have been in the potential potentially most vulnerable camp from the M

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