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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
Artificial intelligence is poised to significantly enhance productivity and economic growth, potentially offsetting some inflationary pressures.
AI-Driven Productivity Boost- AI-Driven Transformation
- Business investment
- Global economy
- Labor markets
- Business & Commerce
- Emerging Technology
- Finance & Money
Artificial intelligence is poised to significantly enhance productivity and economic growth, potentially offsetting some inflationary pressures.
Mercer: Economic and market outlook...AI-Driven Productivity Boost
Artificial intelligence is poised to significantly enhance productivity and economic growth, potentially offsetting some inflationary pressures. 
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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
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
Emerging Asian economies are experiencing robust growth, driven by their IT supply chain dominance and increasing regional trade ties.
Emerging Asia Regional Connectivity- Navigating Global Uncertainty
- The Power of Community and Connection
- Asian Currencies
- Asian Equities
- Global Trade
- Business & Commerce
- Finance & Money
Emerging Asian economies are experiencing robust growth, driven by their IT supply chain dominance and increasing regional trade ties.
Amundi: Investment outlook 2025Emerging Asia Regional Connectivity
Emerging Asian economies are experiencing robust growth, driven by their IT supply chain dominance and increasing regional trade ties. 
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Short Trend Summary
Emerging markets, particularly in Asia, will drive massive growth in infrastructure spending, outpacing developed nations.
Emerging Markets Infrastructure Boom- Navigating Global Uncertainty
- Construction
- Energy
- Engineering
- Telecommunications
- Transportation
- Water
- Business & Commerce
- Finance & Money
- Global Challenges
Emerging markets, particularly in Asia, will drive massive growth in infrastructure spending, outpacing developed nations.
PwC: Capital project and infrastructure...Emerging Markets Infrastructure Boom
Emerging markets, particularly in Asia, will drive massive growth in infrastructure spending, outpacing developed nations. 
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Short Trend Summary
Africa and the Americas are projected to experience the fastest growth in outbound travel by 2040, diversifying the global tourism landscape.
Emerging Source Market Growth- Experiences Over Material Goods
- Navigating Global Uncertainty
- Values-Driven Consumption
- Airlines
- Destination marketing
- Hospitality
- Tourism
- Business & Commerce
- Travel & Tourism
Africa and the Americas are projected to experience the fastest growth in outbound travel by 2040, diversifying the global tourism landscape.
Google: NextGen travelers and destinationsEmerging Source Market Growth
Africa and the Americas are projected to experience the fastest growth in outbound travel by 2040, diversifying the global tourism landscape. 
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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
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. 
