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Short Trend Summary
President-elect Trump's proposed tariffs on Chinese and other imports introduce significant uncertainty and downside risks to global growth.
Trump’s Tariff Uncertainty- Navigating Global Uncertainty
- Chinese economy
- Emerging Markets
- Global Trade
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
President-elect Trump's proposed tariffs on Chinese and other imports introduce significant uncertainty and downside risks to global growth.
Mercer: Economic and market outlook...Trump’s Tariff Uncertainty
President-elect Trump's proposed tariffs on Chinese and other imports introduce significant uncertainty and downside risks to global growth.
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Short Trend Summary
A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors.
Economic Nationalism on the Rise- Navigating Global Uncertainty
- Commodity markets
- Geopolitical tensions
- Global Trade
- Inflation volatility
- Real asset investments
- Business & Commerce
- Finance & Money
- Government & Politics
A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors.
J.P. Morgan: Ltcma reportEconomic Nationalism on the Rise
A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors. 
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Short Trend Summary
The second Trump administration is expected to implement higher tariffs on China and autos, impacting global trade and economic growth.
Renewed US Protectionism- Navigating Global Uncertainty
- Automotive industry
- Chinese economy
- EU Economy
- Global Trade
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
The second Trump administration is expected to implement higher tariffs on China and autos, impacting global trade and economic growth.
Goldman Sachs: Macro outlook 2025Renewed US Protectionism
The second Trump administration is expected to implement higher tariffs on China and autos, impacting global trade and economic growth. 
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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
The potential for increased tariffs under the new Trump administration introduces significant uncertainty and downside risks to global trade and economic growth.
Trump’s Tariff Uncertainty- Navigating Global Uncertainty
- Economic Growth
- Global Trade
- Inflation
- International Relations
- Business & Commerce
- Finance & Money
- Government & Politics
The potential for increased tariffs under the new Trump administration introduces significant uncertainty and downside risks to global trade and economic growth.
Mercer: Economic and market outlook...Trump’s Tariff Uncertainty
The potential for increased tariffs under the new Trump administration introduces significant uncertainty and downside risks to global trade and economic growth. 
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Short Trend Summary
The automotive industry is undergoing a major transformation with the rise of electric vehicles, impacting global trade and investment.
Shift to Electric Vehicles- Navigating Global Uncertainty
- Values-Driven Consumption
- Automotive industry
- Employment
- Energy Sector
- Global Trade
- Investment
- Mineral demand
- Business & Commerce
- Emerging Technology
- Global Challenges
The automotive industry is undergoing a major transformation with the rise of electric vehicles, impacting global trade and investment.
IMF: World economic outlookShift to Electric Vehicles
The automotive industry is undergoing a major transformation with the rise of electric vehicles, impacting global trade and investment. 
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Short Trend Summary
The potential for increased tariffs, particularly on China and potentially other countries, poses a significant risk to global trade and economic growth.
Tariff and Trade Uncertainty- Navigating Global Uncertainty
- Equity Markets
- FX markets
- Global Trade
- Inflation
- Business & Commerce
- Finance & Money
- Government & Politics
The potential for increased tariffs, particularly on China and potentially other countries, poses a significant risk to global trade and economic growth.
Goldman Sachs: Markets outlook 2025...Tariff and Trade Uncertainty
The potential for increased tariffs, particularly on China and potentially other countries, poses a significant risk to global trade and economic growth. 
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Short Trend Summary
Europe faces significant growth challenges due to trade uncertainty, competition from China, and limited policy space to respond.
European Growth Headwinds- Navigating Global Uncertainty
- ECB monetary policy
- European bond markets
- European economies
- Business & Commerce
- Finance & Money
- Government & Politics
Europe faces significant growth challenges due to trade uncertainty, competition from China, and limited policy space to respond.
Goldman Sachs: Markets outlook 2025...European Growth Headwinds
Europe faces significant growth challenges due to trade uncertainty, competition from China, and limited policy space to respond. 
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Short Trend Summary
Rising geopolitical instability and tensions are reshaping the global landscape, requiring businesses to adapt to a more fragmented world.
Geopolitical Fragmentation- Navigating Global Uncertainty
- Business Operations
- Consumer Prices
- Global Trade
- International Relations
- Supply Chains
- Business & Commerce
- Global Challenges
- Government & Politics
Rising geopolitical instability and tensions are reshaping the global landscape, requiring businesses to adapt to a more fragmented world.
AXA: Future risks report 2024Geopolitical Fragmentation
Rising geopolitical instability and tensions are reshaping the global landscape, requiring businesses to adapt to a more fragmented world. 