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Short Trend Summary
The changing economic landscape, driven by factors like AI and fiscal activism, creates a favorable environment for active management and alpha generation.
Active Management Opportunity- AI-Driven Transformation
- Navigating Global Uncertainty
- Active management
- Alpha generation
- Investment strategies
- Market inefficiencies
- Monetary Policy
- Business & Commerce
- Emerging Technology
- Finance & Money
The changing economic landscape, driven by factors like AI and fiscal activism, creates a favorable environment for active management and alpha generation.
J.P. Morgan: LTCMA reportActive Management Opportunity
The changing economic landscape, driven by factors like AI and fiscal activism, creates a favorable environment for active management and alpha generation.
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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
Most central banks are expected to continue cutting interest rates in response to slowing growth and moderating inflation, with the exception of Japan.
Continued Monetary Easing- Navigating Global Uncertainty
- Global economy
- Interest rates
- Investment Markets
- Monetary Policy
- Business & Commerce
- Finance & Money
Most central banks are expected to continue cutting interest rates in response to slowing growth and moderating inflation, with the exception of Japan.
Goldman Sachs: Macro outlook 2025Continued Monetary Easing
Most central banks are expected to continue cutting interest rates in response to slowing growth and moderating inflation, with the exception of Japan. 
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Short Trend Summary
Global inflation is steadily decreasing, with advanced economies projected to reach their targets sooner than emerging markets and developing economies.
Declining Global Inflation- Navigating Global Uncertainty
- Economic Growth
- Financial Markets
- Monetary Policy
- Business & Commerce
- Finance & Money
Global inflation is steadily decreasing, with advanced economies projected to reach their targets sooner than emerging markets and developing economies.
IMF: Annual report 2024Declining Global Inflation
Global inflation is steadily decreasing, with advanced economies projected to reach their targets sooner than emerging markets and developing economies. 
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Short Trend Summary
Major economies like the US, China, and Europe are expected to follow divergent economic trajectories in 2025, creating both challenges and opportunities for investors.
Divergent Global Economic Paths- Navigating Global Uncertainty
- Geopolitics
- Global economy
- International Trade
- Monetary Policy
- Business & Commerce
- Finance & Money
- Government & Politics
Major economies like the US, China, and Europe are expected to follow divergent economic trajectories in 2025, creating both challenges and opportunities for investors.
Fidelity: Outlook 2025Divergent Global Economic Paths
Major economies like the US, China, and Europe are expected to follow divergent economic trajectories in 2025, creating both challenges and opportunities for investors. 
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Short Trend Summary
Global inflation is declining, but services inflation remains elevated, requiring careful monetary policy calibration.
Global Disinflation Progressing- Navigating Global Uncertainty
- Global economy
- Labor markets
- Monetary Policy
- Business & Commerce
- Finance & Money
Global inflation is declining, but services inflation remains elevated, requiring careful monetary policy calibration.
IMF: World economic outlookGlobal Disinflation Progressing
Global inflation is declining, but services inflation remains elevated, requiring careful monetary policy calibration. 
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Short Trend Summary
Central banks are navigating a challenging transition from peak interest rates, aiming for a smoother economic landing.
Global Interest Rate Descent- Navigating Global Uncertainty
- Financial Markets
- Global economy
- Monetary Policy
- Business & Commerce
- Finance & Money
Central banks are navigating a challenging transition from peak interest rates, aiming for a smoother economic landing.
Mercer: Economic and market outlook...Global Interest Rate Descent
Central banks are navigating a challenging transition from peak interest rates, aiming for a smoother economic landing. 
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Short Trend Summary
Central banks are navigating a complex transition from peak interest rates, aiming for neutral ground amidst balanced growth and inflation risks.
Global Interest Rate Descent- Navigating Global Uncertainty
- Financial Markets
- Global economy
- Monetary Policy
- Business & Commerce
- Finance & Money
Central banks are navigating a complex transition from peak interest rates, aiming for neutral ground amidst balanced growth and inflation risks.
Mercer: Economic and market outlook...Global Interest Rate Descent
Central banks are navigating a complex transition from peak interest rates, aiming for neutral ground amidst balanced growth and inflation risks. 
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Short Trend Summary
In countries experiencing high inflation or currency devaluation, cryptocurrencies are being adopted as a hedge against economic instability.
Inflation Drives Crypto Adoption- Navigating Global Uncertainty
- Developing economies
- Monetary Policy
- Personal Finance
- Business & Commerce
- Finance & Money
In countries experiencing high inflation or currency devaluation, cryptocurrencies are being adopted as a hedge against economic instability.
Triple A: The state of...Inflation Drives Crypto Adoption
In countries experiencing high inflation or currency devaluation, cryptocurrencies are being adopted as a hedge against economic instability. 
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Short Trend Summary
After a period of financial repression, interest rates are returning to levels closer to their historical averages.
Interest Rate Normalization- Navigating Global Uncertainty
- Bond markets
- Government Debt
- Investment strategies
- Monetary Policy
- Business & Commerce
- Finance & Money
After a period of financial repression, interest rates are returning to levels closer to their historical averages.
Julius Bar: Secular outlook 2025Interest Rate Normalization
After a period of financial repression, interest rates are returning to levels closer to their historical averages. 
