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Short Trend Summary
President-elect Trump's proposed tariffs on Chinese and other imports introduce significant uncertainty and downside risks to global growth.
Trump’s Tariff Uncertainty- Navigating Global Uncertainty
- Chinese economy
- Emerging Markets
- Global Trade
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
President-elect Trump's proposed tariffs on Chinese and other imports introduce significant uncertainty and downside risks to global growth.
Mercer: Economic and market outlook...Trump’s Tariff Uncertainty
President-elect Trump's proposed tariffs on Chinese and other imports introduce significant uncertainty and downside risks to global growth. -
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. -
Short Trend Summary
The 2024 U.S. election results are expected to lead to deregulation, potential tax policy changes, and increased macroeconomic volatility.
U.S. Election Impacts- Navigating Global Uncertainty
- Emerging Markets
- Fiscal policy
- Global Trade
- Housing Market
- Tax Policy
- U.S. Economy
- Business & Commerce
- Finance & Money
- Government & Politics
The 2024 U.S. election results are expected to lead to deregulation, potential tax policy changes, and increased macroeconomic volatility.
J.P. Morgan: Outlook 2025 building...U.S. Election Impacts
The 2024 U.S. election results are expected to lead to deregulation, potential tax policy changes, and increased macroeconomic volatility. -
Short Trend Summary
The return of President Trump introduces uncertainty, particularly regarding trade policies, with potential implications for global markets and specific sectors.
Trump Presidency Impact- Navigating Global Uncertainty
- Emerging Markets
- Geopolitics
- Global Trade
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
The return of President Trump introduces uncertainty, particularly regarding trade policies, with potential implications for global markets and specific sectors.
UBS: Year ahead 2025Trump Presidency Impact
The return of President Trump introduces uncertainty, particularly regarding trade policies, with potential implications for global markets and specific sectors. -
Short Trend Summary
Global economic growth is projected to stabilize at a moderate pace of 3.2% in both 2024 and 2025, supported by easing inflation, improving real incomes, and less restrictive monetary policy.
Global Growth Stabilization- Navigating Global Uncertainty
- Advanced economies
- Emerging Markets
- G20 countries
- Global economy
- Business & Commerce
- Finance & Money
Global economic growth is projected to stabilize at a moderate pace of 3.2% in both 2024 and 2025, supported by easing inflation, improving real incomes, and less restrictive monetary policy.
OECD: Outlook report turning the...Global Growth Stabilization
Global economic growth is projected to stabilize at a moderate pace of 3.2% in both 2024 and 2025, supported by easing inflation, improving real incomes,… -
Short Trend Summary
Personal lines P&C insurance premiums grew significantly, driven primarily by rate increases rather than expansion into new risks.
Rate Hikes Drive P&C Growth- Navigating Global Uncertainty
- Developed Markets
- Emerging Markets
- Personal Lines P&C Insurance
- Business & Commerce
- Finance & Money
Personal lines P&C insurance premiums grew significantly, driven primarily by rate increases rather than expansion into new risks.
McKinsey: Global insurance report 2025Rate Hikes Drive P&C Growth
Personal lines P&C insurance premiums grew significantly, driven primarily by rate increases rather than expansion into new risks. -
Short Trend Summary
Several emerging markets, particularly in Asia and Latin America, present significant growth opportunities for personal lines insurance.
Emerging Markets Offer Growth- Navigating Global Uncertainty
- Economic Development
- Emerging Markets
- Insurance Penetration
- Business & Commerce
- Finance & Money
Several emerging markets, particularly in Asia and Latin America, present significant growth opportunities for personal lines insurance.
McKinsey: Global insurance report 2025Emerging Markets Offer Growth
Several emerging markets, particularly in Asia and Latin America, present significant growth opportunities for personal lines insurance. -
Short Trend Summary
E-commerce merchants will increasingly adopt 'glocal' payment solutions to cater to local payment preferences in emerging markets.
E-commerce Goes ‘Glocal’ with Payments- Navigating Global Uncertainty
- Cross-border Trade
- E-commerce
- Emerging Markets
- Payments
- Business & Commerce
- Consumer Attitudes
- Finance & Money
E-commerce merchants will increasingly adopt 'glocal' payment solutions to cater to local payment preferences in emerging markets.
Juniper: Top 10 fintech payments...E-commerce Goes ‘Glocal’ with Payments
E-commerce merchants will increasingly adopt 'glocal' payment solutions to cater to local payment preferences in emerging markets. -
Short Trend Summary
China is implementing stimulus measures to boost domestic growth, which could have positive spillover effects on the global economy.
China Stimulus Measures- Navigating Global Uncertainty
- Chinese economy
- Emerging Markets
- Global growth
- Business & Commerce
- Finance & Money
- Government & Politics
China is implementing stimulus measures to boost domestic growth, which could have positive spillover effects on the global economy.
Invesco: 2025 Investment OutlookChina Stimulus Measures
China is implementing stimulus measures to boost domestic growth, which could have positive spillover effects on the global economy. -
Short Trend Summary
Inflation is gradually decreasing but remains sticky, particularly in the US services sector, impacting central bank policy.
Moderating Inflation- Navigating Global Uncertainty
- Emerging Markets
- Eurozone
- Global economy
- Monetary Policy
- US
- Business & Commerce
- Finance & Money
Inflation is gradually decreasing but remains sticky, particularly in the US services sector, impacting central bank policy.
Allianz: Global economic outlook 2024-2025Moderating Inflation
Inflation is gradually decreasing but remains sticky, particularly in the US services sector, impacting central bank policy.