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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 global savings glut, a key driver of economic and financial dynamics in recent decades, is expected to decline or disappear in the next five years, potentially impacting interest rates, currency valuations, and investment opportunities.
Diminishing Global Savings Glut- Navigating Global Uncertainty
- Currency Valuations
- Global Capital Flows
- Interest rates
- Investment Opportunities
- US Dollar
- Business & Commerce
- Finance & Money
- Global Challenges
The global savings glut, a key driver of economic and financial dynamics in recent decades, is expected to decline or disappear in the next five years, potentially impacting interest rates, currency valuations, and investment opportunities.
Robeco: 5 year expected returns...Diminishing Global Savings Glut
The global savings glut, a key driver of economic and financial dynamics in recent decades, is expected to decline or disappear in the next five… 
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Short Trend Summary
Inflation is projected to continue declining, with headline inflation in the G20 expected to fall to 3.3% in 2025, aided by lower commodity prices and easing service price inflation.
Moderating Inflation- Navigating Global Uncertainty
- Commodity markets
- Consumer Prices
- G20 countries
- Labor markets
- Business & Commerce
- Finance & Money
Inflation is projected to continue declining, with headline inflation in the G20 expected to fall to 3.3% in 2025, aided by lower commodity prices and easing service price inflation.
OECD: Outlook report turning the...Moderating Inflation
Inflation is projected to continue declining, with headline inflation in the G20 expected to fall to 3.3% in 2025, aided by lower commodity prices and… 
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Short Trend Summary
China is experiencing a balance sheet recession, with the private sector prioritizing debt reduction over investment.
China Balance Sheet Recession- Navigating Global Uncertainty
- Chinese economy
- Global growth
- Investment strategies
- Business & Commerce
- Finance & Money
- Government & Politics
China is experiencing a balance sheet recession, with the private sector prioritizing debt reduction over investment.
Julius Bar: Secular outlook 2025China Balance Sheet Recession
China is experiencing a balance sheet recession, with the private sector prioritizing debt reduction over investment. 
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Short Trend Summary
The global economy is expected to experience a soft landing, with growth slowing initially before reaccelerating through 2025.
Soft Economic Landing- Navigating Global Uncertainty
- Consumer Spending
- Employment levels
- Global GDP growth
- Business & Commerce
- Finance & Money
The global economy is expected to experience a soft landing, with growth slowing initially before reaccelerating through 2025.
Invesco: 2025 Investment OutlookSoft Economic Landing
The global economy is expected to experience a soft landing, with growth slowing initially before reaccelerating through 2025. 
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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
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
The US dollar is expected to remain strong, driven by robust US growth, trade uncertainty, and capital flows favoring the US.
Sustained Dollar Strength- Navigating Global Uncertainty
- Currency markets
- International Trade
- Investment flows
- Business & Commerce
- Finance & Money
The US dollar is expected to remain strong, driven by robust US growth, trade uncertainty, and capital flows favoring the US.
Goldman Sachs: Markets outlook 2025...Sustained Dollar Strength
The US dollar is expected to remain strong, driven by robust US growth, trade uncertainty, and capital flows favoring the US. 
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Short Trend Summary
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn.
US Equity Valuation Challenge- Navigating Global Uncertainty
- Long-term investment returns
- Market volatility
- US equity markets
- Business & Commerce
- Finance & Money
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn.
Goldman Sachs: Markets outlook 2025...US Equity Valuation Challenge
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn. 
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Short Trend Summary
Global GDP growth is projected to decelerate, impacting investment returns.
Global Economic Slowdown- Navigating Global Uncertainty
- Commodities
- Fixed income
- Global equities
- Business & Commerce
- Finance & Money
Barclays: Outlook 2025Global Economic Slowdown
Global GDP growth is projected to decelerate, impacting investment returns. 
