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- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
The potential for increased tariffs, particularly on China and potentially other countries, poses a significant risk to global trade and economic growth.
Tariff and Trade Uncertainty- Navigating Global Uncertainty
- Equity Markets
- FX markets
- Global Trade
- Inflation
- Business & Commerce
- Finance & Money
- Government & Politics
The potential for increased tariffs, particularly on China and potentially other countries, poses a significant risk to global trade and economic growth.
Goldman Sachs: Markets outlook 2025...Tariff and Trade Uncertainty
The potential for increased tariffs, particularly on China and potentially other countries, poses a significant risk to global trade and economic growth.
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Short Trend Summary
Global growth is stabilizing but remains subdued by historical standards, projected at 2.6% in 2024 and 2.7% in 2025-26, significantly below pre-pandemic averages.
Subdued Global Growth- Navigating Global Uncertainty
- Advanced economies
- Emerging Markets and Developing Economies
- Global economy
- Business & Commerce
- Finance & Money
- Global Challenges
Global growth is stabilizing but remains subdued by historical standards, projected at 2.6% in 2024 and 2.7% in 2025-26, significantly below pre-pandemic averages.
WBG: Global economic prospectSubdued Global Growth
Global growth is stabilizing but remains subdued by historical standards, projected at 2.6% in 2024 and 2.7% in 2025-26, significantly below pre-pandemic averages. 
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Short Trend Summary
The IMF is strengthening its governance and representation, including through quota increases and the addition of a 25th chair on the Executive Board.
Strengthened IMF Governance- Navigating Global Uncertainty
- Global financial stability
- IMF governance
- Representation of emerging markets
- Business & Commerce
- Finance & Money
- Government & Politics
The IMF is strengthening its governance and representation, including through quota increases and the addition of a 25th chair on the Executive Board.
IMF: Annual report 2024Strengthened IMF Governance
The IMF is strengthening its governance and representation, including through quota increases and the addition of a 25th chair on the Executive Board. 
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Short Trend Summary
The global economy is expected to experience a soft landing, with growth slowing initially before reaccelerating through 2025.
Soft Economic Landing- Navigating Global Uncertainty
- Consumer Spending
- Employment levels
- Global GDP growth
- Business & Commerce
- Finance & Money
The global economy is expected to experience a soft landing, with growth slowing initially before reaccelerating through 2025.
Invesco: 2025 Investment OutlookSoft Economic Landing
The global economy is expected to experience a soft landing, with growth slowing initially before reaccelerating through 2025. 
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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. 
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Short Trend Summary
With inflation seemingly under control, central banks may become more susceptible to political pressure to ease policy, potentially leading to a shift from monetary to fiscal dominance and creating medium-term inflation risks.
Shift to Fiscal Dominance- Navigating Global Uncertainty
- Fiscal policy
- Government Debt
- Inflation
- Interest rates
- Monetary Policy
- Business & Commerce
- Finance & Money
- Government & Politics
With inflation seemingly under control, central banks may become more susceptible to political pressure to ease policy, potentially leading to a shift from monetary to fiscal dominance and creating medium-term inflation risks.
Robeco: 5 year expected returns...Shift to Fiscal Dominance
With inflation seemingly under control, central banks may become more susceptible to political pressure to ease policy, potentially leading to a shift from monetary to… 
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Short Trend Summary
Telecom companies face increasing operating costs due to digital transformation, network maintenance, inflation, and competition, impacting profitability.
Rising Operational Expenses- AI-Driven Transformation
- Navigating Global Uncertainty
- Finance
- Telecommunications
- Business & Commerce
- Finance & Money
Telecom companies face increasing operating costs due to digital transformation, network maintenance, inflation, and competition, impacting profitability.
Infosys: Telecom industry outlookRising Operational Expenses
Telecom companies face increasing operating costs due to digital transformation, network maintenance, inflation, and competition, impacting profitability. 
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Short Trend Summary
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased inflation.
Rising Fiscal Risks- Navigating Global Uncertainty
- Bond markets
- Inflation
- Interest rates
- Business & Commerce
- Finance & Money
- Global Challenges
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased inflation.
Goldman Sachs: Markets outlook 2025...Rising Fiscal Risks
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased… 
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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
Despite COVID-19 and the cost-of-living crisis, average household incomes and employment rates have remained resilient due to government interventions.
Resilient Income, Employment- Navigating Global Uncertainty
- Household Finances
- Labor Market
- Business & Commerce
- Finance & Money
- Government & Politics
Despite COVID-19 and the cost-of-living crisis, average household incomes and employment rates have remained resilient due to government interventions.
OECD: How's Life 2024Resilient Income, Employment
Despite COVID-19 and the cost-of-living crisis, average household incomes and employment rates have remained resilient due to government interventions. 
