IMF Outlook: Growth Downgrade Likely, Gold and Emerging Markets in Focus

The International Monetary Fund (IMF) is set to release its October 2025 World Economic Outlook (WEO) this week — a closely watched report that outlines global growth trends and policy recommendations for the year ahead.

Analysts expect the IMF to downgrade its global growth forecast for 2025–2026 from 3.2% to around 3.0% or lower, citing persistent headwinds such as the U.S. government shutdown, escalating trade tensions, and slowing demand in Europe and China.

A key highlight of this edition will be Chapter 2: “Emerging Market Resilience,” which is expected to emphasize the growing role of emerging economies — particularly in Asia and Latin America — as new engines of global growth.

If the IMF confirms this trend,

• 📊 Capital could flow back into emerging markets such as India, Indonesia, and Thailand,
• 💵 The U.S. dollar may face additional pressure,
• 🪙 Gold could remain a favored safe-haven asset amid rising uncertainty.

📅 The full report will be officially released on October 14, 2025, at 9:00 AM ET.