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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.
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Short Trend Summary
Frequent supply chain disruptions require brands to build trust and transparency around new origins, ingredients, and flavors.
Chain Reaction Disruptions- Authenticity and Transparency Reign Supreme
- Navigating Global Uncertainty
- Values-Driven Consumption
- Consumer Trust
- Food Security
- Food supply chains
- Global Trade
- Brands & Advertising
- Business & Commerce
- Food & Drink
Frequent supply chain disruptions require brands to build trust and transparency around new origins, ingredients, and flavors.
Mintel: 2025 global food and...Chain Reaction Disruptions
Frequent supply chain disruptions require brands to build trust and transparency around new origins, ingredients, and flavors. 
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Short Trend Summary
A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors.
Economic Nationalism on the Rise- Navigating Global Uncertainty
- Commodity markets
- Geopolitical tensions
- Global Trade
- Inflation volatility
- Real asset investments
- Business & Commerce
- Finance & Money
- Government & Politics
A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors.
J.P. Morgan: Ltcma reportEconomic Nationalism on the Rise
A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors. 
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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. 
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Short Trend Summary
The second Trump administration is expected to implement higher tariffs on China and autos, impacting global trade and economic growth.
Renewed US Protectionism- Navigating Global Uncertainty
- Automotive industry
- Chinese economy
- EU Economy
- Global Trade
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
The second Trump administration is expected to implement higher tariffs on China and autos, impacting global trade and economic growth.
Goldman Sachs: Macro outlook 2025Renewed US Protectionism
The second Trump administration is expected to implement higher tariffs on China and autos, impacting global trade and economic growth. 
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Short Trend Summary
Trade policy uncertainty has reached historically high levels, fueled by geopolitical tensions and inward-looking policies, hindering trade growth.
Elevated Trade Uncertainty- Navigating Global Uncertainty
- Global Trade
- International Cooperation
- Investment Growth
- Business & Commerce
- Finance & Money
- Government & Politics
Trade policy uncertainty has reached historically high levels, fueled by geopolitical tensions and inward-looking policies, hindering trade growth.
WBG: Global economic prospectElevated Trade Uncertainty
Trade policy uncertainty has reached historically high levels, fueled by geopolitical tensions and inward-looking policies, hindering trade growth. 
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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. 
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Short Trend Summary
The trend of deglobalization, driven by various factors including geopolitical tensions and technological changes, is expected to persist, creating both risks and opportunities.
Deglobalization Continues- Navigating Global Uncertainty
- Global Trade
- Manufacturing
- National Security
- Supply Chains
- Business & Commerce
- Finance & Money
- Global Challenges
The trend of deglobalization, driven by various factors including geopolitical tensions and technological changes, is expected to persist, creating both risks and opportunities.
UBS: Year ahead 2025Deglobalization Continues
The trend of deglobalization, driven by various factors including geopolitical tensions and technological changes, is expected to persist, creating both risks and opportunities. 
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Short Trend Summary
Rising geopolitical tensions, particularly between the US and China, are leading to a more fragmented global economy, with implications for trade, investment, and economic growth.
Geopolitical Fragmentation and Distrust- Navigating Global Uncertainty
- Economic Growth
- Global Trade
- International Relations
- Investment flows
- Technological Development
- Business & Commerce
- Global Challenges
- Government & Politics
Rising geopolitical tensions, particularly between the US and China, are leading to a more fragmented global economy, with implications for trade, investment, and economic growth.
Robeco: 5 year expected returns...Geopolitical Fragmentation and Distrust
Rising geopolitical tensions, particularly between the US and China, are leading to a more fragmented global economy, with implications for trade, investment, and economic growth. 
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Short Trend Summary
Global trade is facing increasing headwinds from protectionist measures, impacting supply chains and potentially exacerbating inflation.
Resurgent Protectionism- Navigating Global Uncertainty
- Global Trade
- Inflation
- International Relations
- Supply Chains
- Business & Commerce
- Global Challenges
- Government & Politics
Global trade is facing increasing headwinds from protectionist measures, impacting supply chains and potentially exacerbating inflation.
NatWest: The year ahead 2025Resurgent Protectionism
Global trade is facing increasing headwinds from protectionist measures, impacting supply chains and potentially exacerbating inflation. 
