Follow us
Your trends
- TrendThemeImpact AreasCategorySummaryReport
-
Short Trend Summary
The US economy is expected to moderate, experiencing a soft landing with declining inflation, allowing for gradual interest rate cuts.
US Economy Soft Landing- Navigating Global Uncertainty
- Global economy
- US Bonds
- US Equities
- Business & Commerce
- Finance & Money
The US economy is expected to moderate, experiencing a soft landing with declining inflation, allowing for gradual interest rate cuts.
Amundi: Investment outlook 2025US Economy Soft Landing
The US economy is expected to moderate, experiencing a soft landing with declining inflation, allowing for gradual interest rate cuts.
-
Short Trend Summary
Global growth is stabilizing but remains subdued by historical standards, projected at 2.6% in 2024 and 2.7% in 2025-26, significantly below pre-pandemic averages.
Subdued Global Growth- Navigating Global Uncertainty
- Advanced economies
- Emerging Markets and Developing Economies
- Global economy
- Business & Commerce
- Finance & Money
- Global Challenges
Global growth is stabilizing but remains subdued by historical standards, projected at 2.6% in 2024 and 2.7% in 2025-26, significantly below pre-pandemic averages.
WBG: Global economic prospectSubdued Global Growth
Global growth is stabilizing but remains subdued by historical standards, projected at 2.6% in 2024 and 2.7% in 2025-26, significantly below pre-pandemic averages. 
-
Short Trend Summary
A shift in focus from monetary to fiscal tightening, alongside structural reforms, is crucial for sustainable growth.
Policy Triple Pivot Needed- Navigating Global Uncertainty
- Economic Growth
- Fiscal policy
- Monetary Policy
- Structural reforms
- Business & Commerce
- Finance & Money
- Government & Politics
A shift in focus from monetary to fiscal tightening, alongside structural reforms, is crucial for sustainable growth.
IMF: World economic outlookPolicy Triple Pivot Needed
A shift in focus from monetary to fiscal tightening, alongside structural reforms, is crucial for sustainable growth. 
-
Short Trend Summary
Central banks are navigating a complex environment, balancing inflation concerns with the impact of fiscal policy and geopolitical risks.
Monetary Policy Uncertainty- Navigating Global Uncertainty
- Currency markets
- Economic Growth
- Inflation
- Interest rates
- Business & Commerce
- Finance & Money
Central banks are navigating a complex environment, balancing inflation concerns with the impact of fiscal policy and geopolitical risks.
NatWest: The year ahead 2025Monetary Policy Uncertainty
Central banks are navigating a complex environment, balancing inflation concerns with the impact of fiscal policy and geopolitical risks. 
-
Short Trend Summary
As inflation moderates and labor market pressures ease, policy interest rate reductions are expected to continue, although the timing and pace will be data-dependent and carefully managed.
Monetary Policy Easing- Navigating Global Uncertainty
- Financial Markets
- Inflation
- Interest rates
- Monetary Policy
- Business & Commerce
- Finance & Money
As inflation moderates and labor market pressures ease, policy interest rate reductions are expected to continue, although the timing and pace will be data-dependent and carefully managed.
OECD: Outlook report turning the...Monetary Policy Easing
As inflation moderates and labor market pressures ease, policy interest rate reductions are expected to continue, although the timing and pace will be data-dependent and… 
-
Short Trend Summary
Falling interest rates could benefit rate-sensitive companies and assets like biotech stocks, bitcoin, and gold.
Modest Rate Cuts Support Assets- Navigating Global Uncertainty
- Biotech
- Bitcoin
- Gold
- Business & Commerce
- Finance & Money
Falling interest rates could benefit rate-sensitive companies and assets like biotech stocks, bitcoin, and gold.
BlackRock: 2025 thematic outlookModest Rate Cuts Support Assets
Falling interest rates could benefit rate-sensitive companies and assets like biotech stocks, bitcoin, and gold. 
-
Short Trend Summary
The Japanese yen is poised for appreciation due to shifting interest rate differentials, unwinding of short positions, and its undervalued status.
Japanese Yen Resurgence- Navigating Global Uncertainty
- Currency markets
- International Trade
- Japanese economy
- Business & Commerce
- Finance & Money
The Japanese yen is poised for appreciation due to shifting interest rate differentials, unwinding of short positions, and its undervalued status.
Mercer: Economic and market outlook...Japanese Yen Resurgence
The Japanese yen is poised for appreciation due to shifting interest rate differentials, unwinding of short positions, and its undervalued status. 
-
Short Trend Summary
Central banks are expected to continue cutting interest rates, impacting bond yields and potentially boosting equities.
Interest Rate Declines- Navigating Global Uncertainty
- Bond yields
- Credit spreads
- Equity valuations
- Business & Commerce
- Finance & Money
Central banks are expected to continue cutting interest rates, impacting bond yields and potentially boosting equities.
Barclays: Outlook 2025Interest Rate Declines
Central banks are expected to continue cutting interest rates, impacting bond yields and potentially boosting equities. 
-
Short Trend Summary
As inflation decelerates, central banks are shifting towards more accommodative policies, making income-generating assets more appealing.
Income Investing Gains Traction- Navigating Global Uncertainty
- Fixed Income Markets
- Investment strategies
- Yield-Seeking Investors
- Business & Commerce
- Finance & Money
As inflation decelerates, central banks are shifting towards more accommodative policies, making income-generating assets more appealing.
Amundi: Investment outlook 2025Income Investing Gains Traction
As inflation decelerates, central banks are shifting towards more accommodative policies, making income-generating assets more appealing. 
-
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. 
