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- TrendThemeImpact AreasCategorySummaryReport
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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
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
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
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
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
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. 
