Follow us
Your trends
- TrendThemeImpact AreasCategorySummaryReport
-
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
Most central banks are expected to continue cutting interest rates in response to slowing growth and moderating inflation, with the exception of Japan.
Continued Monetary Easing- Navigating Global Uncertainty
- Global economy
- Interest rates
- Investment Markets
- Monetary Policy
- Business & Commerce
- Finance & Money
Most central banks are expected to continue cutting interest rates in response to slowing growth and moderating inflation, with the exception of Japan.
Goldman Sachs: Macro outlook 2025Continued Monetary Easing
Most central banks are expected to continue cutting interest rates in response to slowing growth and moderating inflation, with the exception of Japan. 
-
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. 
-
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. 
-
Short Trend Summary
Small states face chronic fiscal difficulties, exacerbated by climate change and debt distress, requiring comprehensive reforms and international support.
Small States Fiscal Distress- Navigating Global Uncertainty
- Climate Change
- Fiscal sustainability
- Small States
- Finance & Money
- Global Challenges
- Government & Politics
Small states face chronic fiscal difficulties, exacerbated by climate change and debt distress, requiring comprehensive reforms and international support.
WBG: Global economic prospectSmall States Fiscal Distress
Small states face chronic fiscal difficulties, exacerbated by climate change and debt distress, requiring comprehensive reforms and international support. 
-
Short Trend Summary
In countries experiencing high inflation or currency devaluation, cryptocurrencies are being adopted as a hedge against economic instability.
Inflation Drives Crypto Adoption- Navigating Global Uncertainty
- Developing economies
- Monetary Policy
- Personal Finance
- Business & Commerce
- Finance & Money
In countries experiencing high inflation or currency devaluation, cryptocurrencies are being adopted as a hedge against economic instability.
Triple A: The state of...Inflation Drives Crypto Adoption
In countries experiencing high inflation or currency devaluation, cryptocurrencies are being adopted as a hedge against economic instability. 
-
Short Trend Summary
Central banks are expected to further cut interest rates, impacting cash returns and creating opportunities in bonds and equity income strategies.
Falling Interest Rates- Navigating Global Uncertainty
- Cash Management
- Equities
- Fixed income
- Business & Commerce
- Finance & Money
Central banks are expected to further cut interest rates, impacting cash returns and creating opportunities in bonds and equity income strategies.
UBS: Year ahead 2025Falling Interest Rates
Central banks are expected to further cut interest rates, impacting cash returns and creating opportunities in bonds and equity income strategies. 
-
Short Trend Summary
The return of President Trump introduces uncertainty, particularly regarding trade policies, with potential implications for global markets and specific sectors.
Trump Presidency Impact- Navigating Global Uncertainty
- Emerging Markets
- Geopolitics
- Global Trade
- US economy
- Business & Commerce
- Finance & Money
- Government & Politics
The return of President Trump introduces uncertainty, particularly regarding trade policies, with potential implications for global markets and specific sectors.
UBS: Year ahead 2025Trump Presidency Impact
The return of President Trump introduces uncertainty, particularly regarding trade policies, with potential implications for global markets and specific sectors. 
-
Short Trend Summary
The trend of deglobalization, driven by various factors including geopolitical tensions and technological changes, is expected to persist, creating both risks and opportunities.
Deglobalization Continues- Navigating Global Uncertainty
- Global Trade
- Manufacturing
- National Security
- Supply Chains
- Business & Commerce
- Finance & Money
- Global Challenges
The trend of deglobalization, driven by various factors including geopolitical tensions and technological changes, is expected to persist, creating both risks and opportunities.
UBS: Year ahead 2025Deglobalization Continues
The trend of deglobalization, driven by various factors including geopolitical tensions and technological changes, is expected to persist, creating both risks and opportunities. 
