Your trends
- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
The re-election of Donald Trump and a Republican Congress introduces significant policy uncertainty, particularly regarding tax cuts, tariffs, immigration, and deregulation.
Economic Policy Uncertainty- Navigating Global Uncertainty
- Economy
- Immigration
- Inflation
- Regulation
- Trade
- Business & Commerce
- Finance & Money
- Government & Politics
The re-election of Donald Trump and a Republican Congress introduces significant policy uncertainty, particularly regarding tax cuts, tariffs, immigration, and deregulation.
J.P. Morgan: 2025 year ahead...Economic Policy Uncertainty
The re-election of Donald Trump and a Republican Congress introduces significant policy uncertainty, particularly regarding tax cuts, tariffs, immigration, and deregulation.
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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.
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Short Trend Summary
The 2024 U.S. election results are expected to lead to deregulation, potential tax policy changes, and increased macroeconomic volatility.
U.S. Election Impacts- Navigating Global Uncertainty
- Emerging Markets
- Fiscal policy
- Global Trade
- Housing Market
- Tax Policy
- U.S. Economy
- Business & Commerce
- Finance & Money
- Government & Politics
The 2024 U.S. election results are expected to lead to deregulation, potential tax policy changes, and increased macroeconomic volatility.
J.P. Morgan: Outlook 2025 building...U.S. Election Impacts
The 2024 U.S. election results are expected to lead to deregulation, potential tax policy changes, and increased macroeconomic volatility.
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Short Trend Summary
Investors are seeking portfolio resilience through income generation, inflation hedges, and options strategies to manage risk in a volatile macroeconomic environment.
Renewed Portfolio Resilience- Navigating Global Uncertainty
- Alternatives
- Commodities
- Equities
- Fixed income
- Hedge Funds
- Portfolio management
- Real estate
- Business & Commerce
- Finance & Money
Investors are seeking portfolio resilience through income generation, inflation hedges, and options strategies to manage risk in a volatile macroeconomic environment.
J.P. Morgan: Outlook 2025 building...Renewed Portfolio Resilience
Investors are seeking portfolio resilience through income generation, inflation hedges, and options strategies to manage risk in a volatile macroeconomic environment.
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Short Trend Summary
Globally, anti-establishment political movements are gaining traction, potentially leading to increased political and economic volatility.
Rise of Anti-Establishment- Navigating Global Uncertainty
- Economic Policy
- Global Politics
- Investment strategies
- Market volatility
- Business & Commerce
- Finance & Money
- Government & Politics
Globally, anti-establishment political movements are gaining traction, potentially leading to increased political and economic volatility.
J.P. Morgan: Outlook 2025 building...Rise of Anti-Establishment
Globally, anti-establishment political movements are gaining traction, potentially leading to increased political and economic volatility.
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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.
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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.
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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.
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Short Trend Summary
Populist movements are gaining traction worldwide, driven by economic pressures, social changes, and a distrust of established elites.
Global Populist Surge- Navigating Global Uncertainty
- governance
- International Relations
- Politics
- Social Stability
- Business & Commerce
- Culture
- Government & Politics
Populist movements are gaining traction worldwide, driven by economic pressures, social changes, and a distrust of established elites.
Ipsos: Almanac 2025Global Populist Surge
Populist movements are gaining traction worldwide, driven by economic pressures, social changes, and a distrust of established elites.
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Short Trend Summary
The second Trump administration is expected to implement higher tariffs on China and autos, impacting global trade and economic growth.
Renewed US Protectionism- Navigating Global Uncertainty
- Automotive industry
- Chinese economy
- EU Economy
- Global Trade
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
The second Trump administration is expected to implement higher tariffs on China and autos, impacting global trade and economic growth.
Goldman Sachs: Macro outlook 2025Renewed US Protectionism
The second Trump administration is expected to implement higher tariffs on China and autos, impacting global trade and economic growth.