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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
Artificial intelligence is poised to significantly enhance productivity and potentially reshape economic growth trajectories.
AI-Driven Productivity Boost- AI-Driven Transformation
- Economic Growth
- Inflation
- Labor markets
- Productivity growth
- Business & Commerce
- Emerging Technology
- Finance & Money
Artificial intelligence is poised to significantly enhance productivity and potentially reshape economic growth trajectories.
Mercer: Economic and market outlook...AI-Driven Productivity Boost
Artificial intelligence is poised to significantly enhance productivity and potentially reshape economic growth trajectories. 
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Short Trend Summary
Broadening AI adoption is expected to significantly boost productivity growth in the coming years, driving economic expansion and potentially impacting inflation and interest rates.
AI-Driven Productivity Growth- AI-Driven Transformation
- Economic Growth
- Energy Demand
- Inflation
- Interest rates
- Labor markets
- Productivity
- Business & Commerce
- Emerging Technology
- Finance & Money
Broadening AI adoption is expected to significantly boost productivity growth in the coming years, driving economic expansion and potentially impacting inflation and interest rates.
Robeco: 5 year expected returns...AI-Driven Productivity Growth
Broadening AI adoption is expected to significantly boost productivity growth in the coming years, driving economic expansion and potentially impacting inflation and interest rates. 
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Short Trend Summary
US core PCE inflation is expected to slow, remaining relatively benign despite the potential inflationary pressures from tariffs.
Benign US Inflation- Navigating Global Uncertainty
- Consumer Spending
- Inflation
- Monetary Policy
- US economy
- Business & Commerce
- Finance & Money
US core PCE inflation is expected to slow, remaining relatively benign despite the potential inflationary pressures from tariffs.
Goldman Sachs: Macro outlook 2025Benign US Inflation
US core PCE inflation is expected to slow, remaining relatively benign despite the potential inflationary pressures from tariffs. 
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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
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
As inflation moderates and labor market pressures ease, policy interest rate reductions are expected to continue, although the timing and pace will be data-dependent and carefully managed.
Monetary Policy Easing- Navigating Global Uncertainty
- Financial Markets
- Inflation
- Interest rates
- Monetary Policy
- Business & Commerce
- Finance & Money
As inflation moderates and labor market pressures ease, policy interest rate reductions are expected to continue, although the timing and pace will be data-dependent and carefully managed.
OECD: Outlook report turning the...Monetary Policy Easing
As inflation moderates and labor market pressures ease, policy interest rate reductions are expected to continue, although the timing and pace will be data-dependent and… 
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Short Trend Summary
Central banks are navigating a complex environment, balancing inflation concerns with the impact of fiscal policy and geopolitical risks.
Monetary Policy Uncertainty- Navigating Global Uncertainty
- Currency markets
- Economic Growth
- Inflation
- Interest rates
- Business & Commerce
- Finance & Money
Central banks are navigating a complex environment, balancing inflation concerns with the impact of fiscal policy and geopolitical risks.
NatWest: The year ahead 2025Monetary Policy Uncertainty
Central banks are navigating a complex environment, balancing inflation concerns with the impact of fiscal policy and geopolitical risks. 
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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. 
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Short Trend Summary
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased inflation.
Rising Fiscal Risks- Navigating Global Uncertainty
- Bond markets
- Inflation
- Interest rates
- Business & Commerce
- Finance & Money
- Global Challenges
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased inflation.
Goldman Sachs: Markets outlook 2025...Rising Fiscal Risks
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased… 
