Follow us
Your trends
- TrendThemeImpact AreasCategorySummaryReport
-
Short Trend Summary
Higher growth and cycle-neutral cash rates are projected, supporting fixed income returns despite higher starting valuations.
Higher Rates, Healthy Returns- Navigating Global Uncertainty
- Cost of capital
- Economic Growth
- Fixed income returns
- Interest rates
- Investment levels
- Business & Commerce
- Finance & Money
Higher growth and cycle-neutral cash rates are projected, supporting fixed income returns despite higher starting valuations.
J.P. Morgan: Ltcma reportHigher Rates, Healthy Returns
Higher growth and cycle-neutral cash rates are projected, supporting fixed income returns despite higher starting valuations.
-
Short Trend Summary
Global central banks are cutting policy rates to support economic growth, impacting various sectors from housing to dealmaking.
Global Policy Easing Cycle- Navigating Global Uncertainty
- Commercial Real Estate
- Emerging Markets
- Equities
- Fixed income
- Housing
- Business & Commerce
- Finance & Money
- Government & Politics
Global central banks are cutting policy rates to support economic growth, impacting various sectors from housing to dealmaking.
J.P. Morgan: Outlook 2025 building...Global Policy Easing Cycle
Global central banks are cutting policy rates to support economic growth, impacting various sectors from housing to dealmaking. 
-
Short Trend Summary
The US economy has defied recessionary predictions, demonstrating robust growth and a resilient consumer base despite aggressive interest rate hikes.
US Economic Resilience- Navigating Global Uncertainty
- US consumer spending
- US GDP growth
- US labor market
- Business & Commerce
- Consumer Attitudes
- Finance & Money
The US economy has defied recessionary predictions, demonstrating robust growth and a resilient consumer base despite aggressive interest rate hikes.
Schroders: Multi Asset 2025 OutlookUS Economic Resilience
The US economy has defied recessionary predictions, demonstrating robust growth and a resilient consumer base despite aggressive interest rate hikes. 
-
Short Trend Summary
While interest rates are expected to decline, the pace and extent of cuts are uncertain, posing a risk to market stability and borrowing costs.
Interest Rate Descent Risk- Navigating Global Uncertainty
- Banking
- Borrowing Costs
- Finance
- Global economy
- Business & Commerce
- Finance & Money
While interest rates are expected to decline, the pace and extent of cuts are uncertain, posing a risk to market stability and borrowing costs.
S&P Global: Banks outlook 2025Interest Rate Descent Risk
While interest rates are expected to decline, the pace and extent of cuts are uncertain, posing a risk to market stability and borrowing costs. 
-
Short Trend Summary
Government spending and borrowing are increasingly driving market dynamics, overshadowing monetary policy.
Fiscal Policy Dominance- Navigating Global Uncertainty
- Economic Growth
- Government Debt
- Interest rates
- Private sector investment
- Business & Commerce
- Finance & Money
- Government & Politics
Government spending and borrowing are increasingly driving market dynamics, overshadowing monetary policy.
NatWest: The year ahead 2025Fiscal Policy Dominance
Government spending and borrowing are increasingly driving market dynamics, overshadowing monetary policy. 
-
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. 