Your trends
- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
The re-election of Donald Trump and a Republican Congress introduces significant policy uncertainty, particularly regarding tax cuts, tariffs, immigration, and deregulation.
Economic Policy Uncertainty- Navigating Global Uncertainty
- Economy
- Immigration
- Inflation
- Regulation
- Trade
- Business & Commerce
- Finance & Money
- Government & Politics
The re-election of Donald Trump and a Republican Congress introduces significant policy uncertainty, particularly regarding tax cuts, tariffs, immigration, and deregulation.
J.P. Morgan: 2025 year ahead...Economic Policy Uncertainty
The re-election of Donald Trump and a Republican Congress introduces significant policy uncertainty, particularly regarding tax cuts, tariffs, immigration, and deregulation.
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Short Trend Summary
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
AI Driving Tech Investment- AI-Driven Transformation
- Construction
- Energy
- Real estate
- Semiconductors
- Technology
- Business & Commerce
- Emerging Technology
- Finance & Money
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
J.P. Morgan: 2025 year ahead...AI Driving Tech Investment
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
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Short Trend Summary
After a period of concentrated gains in mega-cap tech, the equity market is broadening, with earnings growth expected to accelerate in other sectors.
Broadening Equity Market- Navigating Global Uncertainty
- Equities
- Mid-Cap Stocks
- Small-cap stocks
- Value stocks
- Business & Commerce
- Finance & Money
After a period of concentrated gains in mega-cap tech, the equity market is broadening, with earnings growth expected to accelerate in other sectors.
J.P. Morgan: 2025 year ahead...Broadening Equity Market
After a period of concentrated gains in mega-cap tech, the equity market is broadening, with earnings growth expected to accelerate in other sectors.
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Short Trend Summary
After years of unusual market performance, portfolio rebalancing is essential to manage risk and capitalize on shifting opportunities.
Portfolio Rebalancing Crucial- Navigating Global Uncertainty
- Asset Allocation
- Portfolio management
- Risk management
- Business & Commerce
- Finance & Money
After years of unusual market performance, portfolio rebalancing is essential to manage risk and capitalize on shifting opportunities.
J.P. Morgan: 2025 year ahead...Portfolio Rebalancing Crucial
After years of unusual market performance, portfolio rebalancing is essential to manage risk and capitalize on shifting opportunities.
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Short Trend Summary
Global central banks are cutting policy rates to support economic growth, impacting various sectors from housing to dealmaking.
Global Policy Easing Cycle- Navigating Global Uncertainty
- Commercial Real Estate
- Emerging Markets
- Equities
- Fixed income
- Housing
- Business & Commerce
- Finance & Money
- Government & Politics
Global central banks are cutting policy rates to support economic growth, impacting various sectors from housing to dealmaking.
J.P. Morgan: Outlook 2025 building...Global Policy Easing Cycle
Global central banks are cutting policy rates to support economic growth, impacting various sectors from housing to dealmaking.
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Short Trend Summary
Economic pressures and uncertainty about the future are fueling a "live for the moment" attitude, particularly among younger generations.
Nouveau Nihilism- Experiences Over Material Goods
- Navigating Global Uncertainty
- Values-Driven Consumption
- Consumer Spending
- Debt levels
- Mental Health
- Consumer Attitudes
- Culture
- Finance & Money
Economic pressures and uncertainty about the future are fueling a "live for the moment" attitude, particularly among younger generations.
Ipsos: Global trends 10th anniversary...Nouveau Nihilism
Economic pressures and uncertainty about the future are fueling a "live for the moment" attitude, particularly among younger generations.
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Short Trend Summary
Global economic outlook remains pessimistic, with concerns about rising prices, taxes, and unemployment.
Persistent Economic Anxiety- Navigating Global Uncertainty
- Business investment
- Consumer Spending
- Government policy
- Business & Commerce
- Consumer Attitudes
- Finance & Money
Global economic outlook remains pessimistic, with concerns about rising prices, taxes, and unemployment.
Ipsos: Predictions 2025 reportPersistent Economic Anxiety
Global economic outlook remains pessimistic, with concerns about rising prices, taxes, and unemployment.
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Short Trend Summary
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security.
Fiscal Activism Replaces Austerity- Navigating Global Uncertainty
- Economic Growth
- Government spending
- Inflation
- Infrastructure development
- Technology Investment
- Finance & Money
- Global Challenges
- Government & Politics
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security.
J.P. Morgan: Ltcma reportFiscal Activism Replaces Austerity
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security.
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Short Trend Summary
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains.
AI Drives Productivity and Growth- AI-Driven Transformation
- Corporate Earnings
- Economic Growth
- Inflation
- Productivity
- Technology Investment
- Business & Commerce
- Emerging Technology
- Finance & Money
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains.
J.P. Morgan: Ltcma reportAI Drives Productivity and Growth
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains.
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Short Trend Summary
Foundation giving is expected to see the strongest growth in 2025, outpacing other giving sources.
Foundation Giving Growth- The Power of Community and Connection
- Values-Driven Consumption
- Foundation relations
- Nonprofit fundraising
- Business & Commerce
- Finance & Money
HubSpot: Nonprofit marketing and fundraising...Foundation Giving Growth
Foundation giving is expected to see the strongest growth in 2025, outpacing other giving sources.