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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.
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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
Consumers globally are anticipating spending cuts in 2025 due to persistent inflation and economic uncertainty.
Reduced Consumer Spending- Navigating Global Uncertainty
- Consumer goods
- Hospitality
- Leisure
- Retail
- Travel
- Business & Commerce
- Consumer Attitudes
- Finance & Money
Consumers globally are anticipating spending cuts in 2025 due to persistent inflation and economic uncertainty.
AlixPartners: 2025 global consumer outlookReduced Consumer Spending
Consumers globally are anticipating spending cuts in 2025 due to persistent inflation and economic uncertainty. 
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Short Trend Summary
Personal lines P&C insurance premiums grew significantly, driven primarily by rate increases rather than expansion into new risks.
Rate Hikes Drive P&C Growth- Navigating Global Uncertainty
- Developed Markets
- Emerging Markets
- Personal Lines P&C Insurance
- Business & Commerce
- Finance & Money
Personal lines P&C insurance premiums grew significantly, driven primarily by rate increases rather than expansion into new risks.
McKinsey: Global insurance report 2025Rate Hikes Drive P&C Growth
Personal lines P&C insurance premiums grew significantly, driven primarily by rate increases rather than expansion into new risks. 
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Short Trend Summary
Oil prices are expected to remain range-bound, with both upside and downside risks stemming from geopolitical factors and supply dynamics.
Range-Bound Oil Prices- Navigating Global Uncertainty
- Commodity indices
- Energy markets
- Oil prices
- Business & Commerce
- Finance & Money
- Global Challenges
Oil prices are expected to remain range-bound, with both upside and downside risks stemming from geopolitical factors and supply dynamics.
Goldman Sachs: Markets outlook 2025...Range-Bound Oil Prices
Oil prices are expected to remain range-bound, with both upside and downside risks stemming from geopolitical factors and supply dynamics. 
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Short Trend Summary
A shift in focus from monetary to fiscal tightening, alongside structural reforms, is crucial for sustainable growth.
Policy Triple Pivot Needed- Navigating Global Uncertainty
- Economic Growth
- Fiscal policy
- Monetary Policy
- Structural reforms
- Business & Commerce
- Finance & Money
- Government & Politics
A shift in focus from monetary to fiscal tightening, alongside structural reforms, is crucial for sustainable growth.
IMF: World economic outlookPolicy Triple Pivot Needed
A shift in focus from monetary to fiscal tightening, alongside structural reforms, is crucial for sustainable growth. 
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Short Trend Summary
Despite decelerating inflation, consumers remain highly sensitive to price increases, impacting their perception of the economy and spending habits.
Persistent Inflation Concerns- Navigating Global Uncertainty
- Business Strategy
- Consumer Spending
- Economic Policy
- Retail
- Business & Commerce
- Consumer Attitudes
- Finance & Money
Despite decelerating inflation, consumers remain highly sensitive to price increases, impacting their perception of the economy and spending habits.
Coefficient Capital: Consumer trends 2025Persistent Inflation Concerns
Despite decelerating inflation, consumers remain highly sensitive to price increases, impacting their perception of the economy and spending habits. 
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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
Despite resilient average incomes, cost-of-living pressures, particularly housing costs and energy poverty, continue to impact vulnerable households.
Persistent Cost-of-Living Crisis- Navigating Global Uncertainty
- Energy Sector
- Household Finances
- Housing Market
- Business & Commerce
- Finance & Money
- Global Challenges
Despite resilient average incomes, cost-of-living pressures, particularly housing costs and energy poverty, continue to impact vulnerable households.
OECD: How's Life 2024Persistent Cost-of-Living Crisis
Despite resilient average incomes, cost-of-living pressures, particularly housing costs and energy poverty, continue to impact vulnerable households. 
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Short Trend Summary
Assets outside the traditional financial system, like gold and Bitcoin, are gaining traction due to geopolitical tensions and weakening government balance sheets.
Out-of-System Assets- Navigating Global Uncertainty
- Alternative Assets
- Financial System
- Geopolitical Risk
- Investment strategies
- Finance & Money
- Government & Politics
Assets outside the traditional financial system, like gold and Bitcoin, are gaining traction due to geopolitical tensions and weakening government balance sheets.
Julius Bar: Secular outlook 2025Out-of-System Assets
Assets outside the traditional financial system, like gold and Bitcoin, are gaining traction due to geopolitical tensions and weakening government balance sheets. 
