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- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors.
Economic Nationalism on the Rise- Navigating Global Uncertainty
- Commodity markets
- Geopolitical tensions
- Global Trade
- Inflation volatility
- Real asset investments
- Business & Commerce
- Finance & Money
- Government & Politics
A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors.
J.P. Morgan: Ltcma reportEconomic Nationalism on the Rise
A trend towards economic nationalism is reshaping global trade, impacting inflation volatility and creating opportunities in specific sectors.
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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
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. 
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Short Trend Summary
Europe faces significant growth challenges due to trade uncertainty, competition from China, and limited policy space to respond.
European Growth Headwinds- Navigating Global Uncertainty
- ECB monetary policy
- European bond markets
- European economies
- Business & Commerce
- Finance & Money
- Government & Politics
Europe faces significant growth challenges due to trade uncertainty, competition from China, and limited policy space to respond.
Goldman Sachs: Markets outlook 2025...European Growth Headwinds
Europe faces significant growth challenges due to trade uncertainty, competition from China, and limited policy space to respond. 
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Short Trend Summary
Europe is expected to experience a modest recovery, driven by disinflation, easing monetary policy, and strategic investments.
European Recovery and Transformation- Navigating Global Uncertainty
- European Bonds
- European Equities
- Eurozone Economy
- Business & Commerce
- Finance & Money
- Government & Politics
Europe is expected to experience a modest recovery, driven by disinflation, easing monetary policy, and strategic investments.
Amundi: Investment outlook 2025European Recovery and Transformation
Europe is expected to experience a modest recovery, driven by disinflation, easing monetary policy, and strategic investments. 
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Short Trend Summary
The IMF is adapting its lending vehicles and policies to address the evolving needs of the global economy, focusing on crisis prevention and support for vulnerable members.
Evolving IMF Lending- Navigating Global Uncertainty
- Global financial safety net
- IMF lending facilities
- Vulnerable countries
- Business & Commerce
- Finance & Money
- Government & Politics
The IMF is adapting its lending vehicles and policies to address the evolving needs of the global economy, focusing on crisis prevention and support for vulnerable members.
IMF: Annual report 2024Evolving IMF Lending
The IMF is adapting its lending vehicles and policies to address the evolving needs of the global economy, focusing on crisis prevention and support for… 
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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. 
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Short Trend Summary
The gap between financially secure and insecure consumers is widening, impacting spending patterns and creating distinct consumer segments.
Financial Polarization Deepens- Navigating Global Uncertainty
- Values-Driven Consumption
- Marketing
- Product Development
- Retail Strategy
- Business & Commerce
- Consumer Attitudes
- Finance & Money
The gap between financially secure and insecure consumers is widening, impacting spending patterns and creating distinct consumer segments.
Nielsen: Guide to 2025 mid-year...Financial Polarization Deepens
The gap between financially secure and insecure consumers is widening, impacting spending patterns and creating distinct consumer segments. 
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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
Government spending and borrowing are increasingly driving market dynamics, overshadowing monetary policy.
Fiscal Policy Dominance- Navigating Global Uncertainty
- Economic Growth
- Government Debt
- Interest rates
- Private sector investment
- Business & Commerce
- Finance & Money
- Government & Politics
Government spending and borrowing are increasingly driving market dynamics, overshadowing monetary policy.
NatWest: The year ahead 2025Fiscal Policy Dominance
Government spending and borrowing are increasingly driving market dynamics, overshadowing monetary policy. 
