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- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
Consumers are adapting to new financial realities and lifestyle changes brought on by economic hardship and evolving social norms.
Acceptance of New Realities- Navigating Global Uncertainty
- Values-Driven Consumption
- Financial Services
- Hospitality
- Real estate
- Retail
- Consumer Attitudes
- Finance & Money
- Lifestyle
Consumers are adapting to new financial realities and lifestyle changes brought on by economic hardship and evolving social norms.
The Media Store: Trends 5...Acceptance of New Realities
Consumers are adapting to new financial realities and lifestyle changes brought on by economic hardship and evolving social norms.
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Short Trend Summary
Governments are increasingly using fiscal policy to manage economic cycles and address structural issues.
Active Fiscal Policies- Navigating Global Uncertainty
- Economic Growth
- Industrial Policy
- International Competition
- Public Finances
- Business & Commerce
- Finance & Money
- Government & Politics
Governments are increasingly using fiscal policy to manage economic cycles and address structural issues.
Julius Bar: Secular outlook 2025Active Fiscal Policies
Governments are increasingly using fiscal policy to manage economic cycles and address structural issues. 
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Short Trend Summary
The changing economic landscape, driven by factors like AI and fiscal activism, creates a favorable environment for active management and alpha generation.
Active Management Opportunity- AI-Driven Transformation
- Navigating Global Uncertainty
- Active management
- Alpha generation
- Investment strategies
- Market inefficiencies
- Monetary Policy
- Business & Commerce
- Emerging Technology
- Finance & Money
The changing economic landscape, driven by factors like AI and fiscal activism, creates a favorable environment for active management and alpha generation.
J.P. Morgan: LTCMA reportActive Management Opportunity
The changing economic landscape, driven by factors like AI and fiscal activism, creates a favorable environment for active management and alpha generation. 
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Short Trend Summary
US core PCE inflation is expected to slow, remaining relatively benign despite the potential inflationary pressures from tariffs.
Benign US Inflation- Navigating Global Uncertainty
- Consumer Spending
- Inflation
- Monetary Policy
- US economy
- Business & Commerce
- Finance & Money
US core PCE inflation is expected to slow, remaining relatively benign despite the potential inflationary pressures from tariffs.
Goldman Sachs: Macro outlook 2025Benign US Inflation
US core PCE inflation is expected to slow, remaining relatively benign despite the potential inflationary pressures from tariffs. 
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Short Trend Summary
The power dynamic between capital and labor is shifting, with implications for wage growth, income inequality, and the effectiveness of monetary policy.
Capital vs. Labor Dynamics- AI-Driven Transformation
- Navigating Global Uncertainty
- Employment
- Income Inequality
- Monetary Policy Effectiveness
- Technological innovation
- Wage growth
- Business & Commerce
- Emerging Technology
- Finance & Money
The power dynamic between capital and labor is shifting, with implications for wage growth, income inequality, and the effectiveness of monetary policy.
Robeco: 5 year expected returns...Capital vs. Labor Dynamics
The power dynamic between capital and labor is shifting, with implications for wage growth, income inequality, and the effectiveness of monetary policy. 
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Short Trend Summary
Consumers are slightly more optimistic about the future but remain concerned about economic factors like inflation and a potential recession.
Cautious Consumer Optimism- Navigating Global Uncertainty
- Consumer Spending
- Economic Growth
- Marketing
- Business & Commerce
- Consumer Attitudes
- Finance & Money
Consumers are slightly more optimistic about the future but remain concerned about economic factors like inflation and a potential recession.
DISQO: Consumer trends 2025 reportCautious Consumer Optimism
Consumers are slightly more optimistic about the future but remain concerned about economic factors like inflation and a potential recession. 
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Short Trend Summary
China is experiencing a balance sheet recession, with the private sector prioritizing debt reduction over investment.
China Balance Sheet Recession- Navigating Global Uncertainty
- Chinese economy
- Global growth
- Investment strategies
- Business & Commerce
- Finance & Money
- Government & Politics
China is experiencing a balance sheet recession, with the private sector prioritizing debt reduction over investment.
Julius Bar: Secular outlook 2025China Balance Sheet Recession
China is experiencing a balance sheet recession, with the private sector prioritizing debt reduction over investment. 
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Short Trend Summary
China is implementing stimulus measures to boost domestic growth, which could have positive spillover effects on the global economy.
China Stimulus Measures- Navigating Global Uncertainty
- Chinese economy
- Emerging Markets
- Global growth
- Business & Commerce
- Finance & Money
- Government & Politics
China is implementing stimulus measures to boost domestic growth, which could have positive spillover effects on the global economy.
Invesco: 2025 Investment OutlookChina Stimulus Measures
China is implementing stimulus measures to boost domestic growth, which could have positive spillover effects on the global economy. 
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Short Trend Summary
China faces deflationary risks similar to Japan in the late 1990s, requiring substantial stimulus to boost consumer confidence and stabilize the property sector.
China’s Deflationary Pressures- Navigating Global Uncertainty
- Chinese economy
- Commodity markets
- Global economy
- Business & Commerce
- Consumer Attitudes
- Finance & Money
China faces deflationary risks similar to Japan in the late 1990s, requiring substantial stimulus to boost consumer confidence and stabilize the property sector.
Mercer: Economic and market outlook...China’s Deflationary Pressures
China faces deflationary risks similar to Japan in the late 1990s, requiring substantial stimulus to boost consumer confidence and stabilize the property sector. 
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Short Trend Summary
Despite facing renewed trade pressures, China's economic outlook hinges primarily on domestic policy delivery and its ability to stimulate internal demand.
China’s Domestic Focus- Navigating Global Uncertainty
- Chinese economy
- Chinese equity markets
- International capital flows
- Business & Commerce
- Finance & Money
- Government & Politics
Despite facing renewed trade pressures, China's economic outlook hinges primarily on domestic policy delivery and its ability to stimulate internal demand.
Goldman Sachs: Markets outlook 2025...China’s Domestic Focus
Despite facing renewed trade pressures, China's economic outlook hinges primarily on domestic policy delivery and its ability to stimulate internal demand. 
