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Short Trend Summary
Artificial intelligence is poised to significantly enhance productivity and economic growth, potentially offsetting some inflationary pressures.
AI-Driven Productivity Boost- AI-Driven Transformation
- Business investment
- Global economy
- Labor markets
- Business & Commerce
- Emerging Technology
- Finance & Money
Artificial intelligence is poised to significantly enhance productivity and economic growth, potentially offsetting some inflationary pressures.
Mercer: Economic and market outlook...AI-Driven Productivity Boost
Artificial intelligence is poised to significantly enhance productivity and economic growth, potentially offsetting some inflationary pressures. -
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 economic outlook remains pessimistic, with concerns about rising prices, taxes, and unemployment.
Persistent Economic Anxiety- Navigating Global Uncertainty
- Business investment
- Consumer Spending
- Government policy
- Business & Commerce
- Consumer Attitudes
- Finance & Money
Global economic outlook remains pessimistic, with concerns about rising prices, taxes, and unemployment.
Ipsos: Predictions 2025 reportPersistent Economic Anxiety
Global economic outlook remains pessimistic, with concerns about rising prices, taxes, and unemployment. -
Short Trend Summary
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security.
Fiscal Activism Replaces Austerity- Navigating Global Uncertainty
- Economic Growth
- Government spending
- Inflation
- Infrastructure development
- Technology Investment
- Finance & Money
- Global Challenges
- Government & Politics
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security.
J.P. Morgan: Ltcma reportFiscal Activism Replaces Austerity
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security. -
Short Trend Summary
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains.
AI Drives Productivity and Growth- AI-Driven Transformation
- Corporate Earnings
- Economic Growth
- Inflation
- Productivity
- Technology Investment
- Business & Commerce
- Emerging Technology
- Finance & Money
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains.
J.P. Morgan: Ltcma reportAI Drives Productivity and Growth
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains. -
Short Trend Summary
Economic pressures and uncertainty about the future are fueling a "live for the moment" attitude, particularly among younger generations.
Nouveau Nihilism- Experiences Over Material Goods
- Navigating Global Uncertainty
- Values-Driven Consumption
- Consumer Spending
- Debt levels
- Mental Health
- Consumer Attitudes
- Culture
- Finance & Money
Economic pressures and uncertainty about the future are fueling a "live for the moment" attitude, particularly among younger generations.
Ipsos: Global trends 10th anniversary...Nouveau Nihilism
Economic pressures and uncertainty about the future are fueling a "live for the moment" attitude, particularly among younger generations. -
Short Trend Summary
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.
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 2025US 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… -
Short Trend Summary
Global economic growth is expected to moderate, particularly in the Euro area and China, due to trade policy uncertainty and the impact of US tariffs.
Global Growth Moderation- Navigating Global Uncertainty
- Chinese economy
- Euro Area
- Global economy
- Trade
- Business & Commerce
- Finance & Money
- Government & Politics
Global economic growth is expected to moderate, particularly in the Euro area and China, due to trade policy uncertainty and the impact of US tariffs.
Goldman Sachs: Macro outlook 2025Global Growth Moderation
Global economic growth is expected to moderate, particularly in the Euro area and China, due to trade policy uncertainty and the impact of US tariffs. -
Short Trend Summary
Global consumer spending demonstrates resilience, projected to grow 5.5% in 2025 despite economic uncertainties.
Resilient Consumer Spending Growth- Navigating Global Uncertainty
- Values-Driven Consumption
- E-commerce
- FMCG
- Global economy
- Manufacturing
- Retail
- Business & Commerce
- Consumer Attitudes
- Finance & Money
Global consumer spending demonstrates resilience, projected to grow 5.5% in 2025 despite economic uncertainties.
World Data Lab: Consumer outlook...Resilient Consumer Spending Growth
Global consumer spending demonstrates resilience, projected to grow 5.5% in 2025 despite economic uncertainties. -
Short Trend Summary
Trade policy uncertainty has reached historically high levels, fueled by geopolitical tensions and inward-looking policies, hindering trade growth.
Elevated Trade Uncertainty- Navigating Global Uncertainty
- Global Trade
- International Cooperation
- Investment Growth
- Business & Commerce
- Finance & Money
- Government & Politics
Trade policy uncertainty has reached historically high levels, fueled by geopolitical tensions and inward-looking policies, hindering trade growth.
WBG: Global economic prospectElevated Trade Uncertainty
Trade policy uncertainty has reached historically high levels, fueled by geopolitical tensions and inward-looking policies, hindering trade growth.