Economic Briefing March 2025
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Economic Briefing March 2025

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Presented by Markus Kuger, Chief Economic Advisor, Baker Ing
Released as part of the Real Talk Economics – March 2025 Briefing

This month’s briefing delivers a sharp, data-led analysis of shifting global economic conditions and what they mean for credit professionals. Drawing on the latest indicators and trends across the US, UK, Europe, and China, Markus Kuger explores macroeconomic performance, recession signals, credit stress, and the practical consequences of political and trade disruption — giving credit teams the real context behind the numbers.

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Presented by Markus Kuger, Chief Economic Advisor, Baker Ing
Released as part of the March 2025 Real Talk Economics Briefing

This incisive briefing, part of the ongoing Real Talk Economics series, unpacks the latest global macroeconomic signals and what they mean for credit professionals in Q2 2025 and beyond. Drawing on high-frequency data and cross-market analysis, Markus Kuger delivers a no-spin breakdown of economic sentiment, trade disruption, inflation risk, and credit pressure points.

What You’ll Learn:

  • Confidence Cracks: US consumer sentiment and business expectations fall; Eurozone pipelines shrink sharply.
  • Credit Risk Divergence: UK payment performance improves, while EU insolvencies and credit stress rise.
  • Tariff Impact Watch: Trump’s return fuels front-loaded activity and input inflation in US manufacturing.
  • Sector & Labour Dynamics: PMIs reveal growing pain in blue-collar sectors; wage pressures and job market signals highlight regional differences.
  • Outlook for Q2–Q3 2025: Interest rates are falling—but slowly. Inflation persists, especially in services. What it all means for credit exposure and decision-making.

Who Should Watch or Download This Briefing?

  • Credit and finance professionals needing timely insight on recession risk, credit conditions, and sector exposure.
  • Decision-makers navigating political volatility, pricing pressures, and international trade risk.
  • Leaders shaping Q2 strategies across collections, underwriting, and receivables management.

About Real Talk Economics:

Real Talk Economics is a monthly executive briefing from Baker Ing, featuring unfiltered economic analysis from Markus Kuger. Designed for credit and finance professionals, the series delivers high-impact insight on the trends, risks, and data shaping global business performance.

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