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  • Trend
    Theme
    Impact Areas
    Category
    Summary
    Report
  • US Economic Momentum
    • Navigating Global Uncertainty
    • Corporate Earnings
    • Investment strategies
    • US economy
    • Business & Commerce
    • Finance & Money

    The US economy is experiencing robust growth, driven by earnings growth, rate cuts, and fiscal stimulus, creating investment opportunities in various sectors.

    HSBC: GPB investment outlook new...
    US Economic Momentum
    The US economy is experiencing robust growth, driven by earnings growth, rate cuts, and fiscal stimulus, creating investment opportunities in various sectors.
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Corporate Earnings, Investment strategies, US economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • US Economic Outperformance
    • Navigating Global Uncertainty
    • Global markets
    • US economy
    • USD
    • Business & Commerce
    • Finance & Money

    The US economy is projected to outperform other developed markets, driven by a combination of factors including solid growth, cooling inflation, and a potentially business-friendly policy environment.

    Goldman Sachs: Markets outlook 2025...
    US Economic Outperformance
    The US economy is projected to outperform other developed markets, driven by a combination of factors including solid growth, cooling inflation, and a potentially business-friendly…
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Global markets, US economy, USD
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • US Economic Outperformance
    • Navigating Global Uncertainty
    • Global economy
    • Investment Markets
    • US economy
    • Business & Commerce
    • Finance & Money

    Despite the potential negative impacts of tariffs, the US economy is projected to outperform other developed markets, driven by tax cuts, deregulation, and improved business sentiment.

    Goldman Sachs: Macro outlook 2025
    US Economic Outperformance
    Despite the potential negative impacts of tariffs, the US economy is projected to outperform other developed markets, driven by tax cuts, deregulation, and improved business…
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Global economy, Investment Markets, US economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • 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 Outlook
    US Economic Resilience
    The US economy has defied recessionary predictions, demonstrating robust growth and a resilient consumer base despite aggressive interest rate hikes.
    • Business & Commerce
    • Consumer Attitudes
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas US consumer spending, US GDP growth, US labor market
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Consumer Attitudes, Finance & Money
  • US Economy Poised for Reflation
    • Navigating Global Uncertainty
    • Global Trade
    • Inflation
    • Public Debt
    • US economy
    • Business & Commerce
    • Finance & Money
    • Government & Politics

    A Republican election victory is expected to trigger reflationary policies in the US, boosting growth but potentially increasing inflation and public debt.

    Fidelity: Outlook 2025
    US Economy Poised for Reflation
    A Republican election victory is expected to trigger reflationary policies in the US, boosting growth but potentially increasing inflation and public debt.
    • Business & Commerce
    • Finance & Money
    • Government & Politics
    • Navigating Global Uncertainty
    Impact Areas Global Trade, Inflation, Public Debt, US economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money, Government & Politics
  • 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 2025
    US Economy Soft Landing
    The US economy is expected to moderate, experiencing a soft landing with declining inflation, allowing for gradual interest rate cuts.
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Global economy, US Bonds, US Equities
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • 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.
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Long-term investment returns, Market volatility, US equity markets
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • US Office Distress
    • Navigating Global Uncertainty
    • Investment
    • Office Market
    • US Commercial Real Estate
    • Business & Commerce
    • Finance & Money
    • The Workplace

    The US office market is facing significant challenges, with record-high vacancy rates and structural headwinds impacting valuations.

    Allianz: Global economic outlook 2024-2025
    US Office Distress
    The US office market is facing significant challenges, with record-high vacancy rates and structural headwinds impacting valuations.
    • Business & Commerce
    • Finance & Money
    • The Workplace
    • Navigating Global Uncertainty
    Impact Areas Investment, Office Market, US Commercial Real Estate
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money, The Workplace
  • US Soft Landing Expected
    • Navigating Global Uncertainty
    • Global markets
    • US economy
    • Business & Commerce
    • Finance & Money

    The US economy is expected to achieve a soft landing in 2025, with moderate growth and decreasing inflation, despite potential risks.

    Allianz: Global Investors Outlook 2025
    US Soft Landing Expected
    The US economy is expected to achieve a soft landing in 2025, with moderate growth and decreasing inflation, despite potential risks.
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Global markets, US economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • USD Capital Market Dominance
    • Navigating Global Uncertainty
    • Bond markets
    • Currency markets
    • Equity Markets
    • Global Finance
    • Business & Commerce
    • Finance & Money

    Despite challenges, USD capital markets, particularly US equities driven by the IT sector, are expected to maintain their dominance.

    Julius Bar: Secular outlook 2025
    USD Capital Market Dominance
    Despite challenges, USD capital markets, particularly US equities driven by the IT sector, are expected to maintain their dominance.
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Bond markets, Currency markets, Equity Markets, Global Finance
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
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