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- TrendThemeImpact AreasCategorySummaryReport
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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
Central banks worldwide are shifting towards monetary easing to stimulate growth as inflation nears target levels.
Global Central Bank Easing- Navigating Global Uncertainty
- Asset prices
- Financial Markets
- Global economies
- Business & Commerce
- Finance & Money
Central banks worldwide are shifting towards monetary easing to stimulate growth as inflation nears target levels.
Invesco: 2025 Investment OutlookGlobal Central Bank Easing
Central banks worldwide are shifting towards monetary easing to stimulate growth as inflation nears target levels. -
Short Trend Summary
The US economy is projected to outperform Europe and Japan, leading to continued global economic divergence.
Global Economic Divergence- Navigating Global Uncertainty
- Currency markets
- Global economy
- Investment strategies
- Business & Commerce
- Finance & Money
- Government & Politics
The US economy is projected to outperform Europe and Japan, leading to continued global economic divergence.
Allianz: Global Investors Outlook 2025Global Economic Divergence
The US economy is projected to outperform Europe and Japan, leading to continued global economic divergence. -
Short Trend Summary
Global GDP growth is projected to decelerate, impacting investment returns.
Global Economic Slowdown- Navigating Global Uncertainty
- Commodities
- Fixed income
- Global equities
- Business & Commerce
- Finance & Money
Barclays: Outlook 2025Global Economic Slowdown
Global GDP growth is projected to decelerate, impacting investment returns. -
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 economic growth is slowing down, with persistent recession risks in major economies like the US and Eurozone.
Global Growth Slowdown- Navigating Global Uncertainty
- Eurozone
- Global economy
- Manufacturing
- US
- Business & Commerce
- Finance & Money
- Government & Politics
Global economic growth is slowing down, with persistent recession risks in major economies like the US and Eurozone.
Allianz: Global economic outlook 2024-2025Global Growth Slowdown
Global economic growth is slowing down, with persistent recession risks in major economies like the US and Eurozone. -
Short Trend Summary
Global economic growth is projected to stabilize at a moderate pace of 3.2% in both 2024 and 2025, supported by easing inflation, improving real incomes, and less restrictive monetary policy.
Global Growth Stabilization- Navigating Global Uncertainty
- Advanced economies
- Emerging Markets
- G20 countries
- Global economy
- Business & Commerce
- Finance & Money
Global economic growth is projected to stabilize at a moderate pace of 3.2% in both 2024 and 2025, supported by easing inflation, improving real incomes, and less restrictive monetary policy.
OECD: Outlook report turning the...Global Growth Stabilization
Global economic growth is projected to stabilize at a moderate pace of 3.2% in both 2024 and 2025, supported by easing inflation, improving real incomes,… -
Short Trend Summary
Both public and private investment in AI is increasing, driven by the perceived potential of AI to transform industries and boost economic growth, with a particular focus on generative AI.
Growing AI Investment- AI-Driven Transformation
- R&D
- Technology Infrastructure
- Venture capital
- Business & Commerce
- Emerging Technology
- Finance & Money
Both public and private investment in AI is increasing, driven by the perceived potential of AI to transform industries and boost economic growth, with a particular focus on generative AI.
G7: Driving factors and challenges...Growing AI Investment
Both public and private investment in AI is increasing, driven by the perceived potential of AI to transform industries and boost economic growth, with a… -
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
The trend of onshoring manufacturing is gaining momentum, driven by political support and a focus on boosting domestic production.
Homeshoring and Manufacturing Growth- Navigating Global Uncertainty
- Economic Growth
- Investment
- Small and Mid-cap Companies
- US Manufacturing
- Business & Commerce
- Finance & Money
- Government & Politics
The trend of onshoring manufacturing is gaining momentum, driven by political support and a focus on boosting domestic production.
Fidelity: Outlook 2025Homeshoring and Manufacturing Growth
The trend of onshoring manufacturing is gaining momentum, driven by political support and a focus on boosting domestic production.