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Trends Subcategories Economic Policy

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  • Trend
    Theme
    Impact Areas
    Category
    Summary
    Report
  • Trumpian Uncertainty and Global Impact
    • Navigating Global Uncertainty
    • Economics
    • Geopolitics
    • International Trade
    • Business & Commerce
    • Finance & Money
    • Government & Politics

    Donald Trump's re-election victory creates significant uncertainty and potential upheaval in global politics, economics, and trade.

    IQ: Contagious download 2024
    Trumpian Uncertainty and Global Impact
    Donald Trump's re-election victory creates significant uncertainty and potential upheaval in global politics, economics, and trade.
    • Business & Commerce
    • Finance & Money
    • Government & Politics
    • Navigating Global Uncertainty
    Impact Areas Economics, Geopolitics, International Trade
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money, Government & Politics
  • 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.
    • Business & Commerce
    • Finance & Money
    • Government & Politics
    • Navigating Global Uncertainty
    Impact Areas Emerging Markets, Fiscal policy, Global Trade, Housing Market, Tax Policy, U.S. Economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money, Government & Politics
  • US Economic Outperformance
    • Navigating Global Uncertainty
    • Global markets
    • US economy
    • USD
    • Business & Commerce
    • Finance & Money

    The US economy is projected to outperform other developed markets, driven by a combination of factors including solid growth, cooling inflation, and a potentially business-friendly policy environment.

    Goldman Sachs: Markets outlook 2025...
    US Economic Outperformance
    The US economy is projected to outperform other developed markets, driven by a combination of factors including solid growth, cooling inflation, and a potentially business-friendly…
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Global markets, US economy, USD
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • 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 2025
    US 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…
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Global economy, Investment Markets, US economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • US Economy Poised for Reflation
    • Navigating Global Uncertainty
    • Global Trade
    • Inflation
    • Public Debt
    • US economy
    • Business & Commerce
    • Finance & Money
    • Government & Politics

    A Republican election victory is expected to trigger reflationary policies in the US, boosting growth but potentially increasing inflation and public debt.

    Fidelity: Outlook 2025
    US Economy Poised for Reflation
    A Republican election victory is expected to trigger reflationary policies in the US, boosting growth but potentially increasing inflation and public debt.
    • Business & Commerce
    • Finance & Money
    • Government & Politics
    • Navigating Global Uncertainty
    Impact Areas Global Trade, Inflation, Public Debt, US economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money, Government & Politics
  • US Economy Soft Landing
    • Navigating Global Uncertainty
    • Global economy
    • US Bonds
    • US Equities
    • Business & Commerce
    • Finance & Money

    The US economy is expected to moderate, experiencing a soft landing with declining inflation, allowing for gradual interest rate cuts.

    Amundi: Investment outlook 2025
    US Economy Soft Landing
    The US economy is expected to moderate, experiencing a soft landing with declining inflation, allowing for gradual interest rate cuts.
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Global economy, US Bonds, US Equities
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
  • US Fiscal Deterioration
    • Navigating Global Uncertainty
    • Investor confidence
    • US government debt
    • US interest rates
    • Business & Commerce
    • Finance & Money
    • Government & Politics

    Trump's proposed policies, while potentially growth-stimulating, are projected to significantly worsen the US fiscal deficit, posing a long-term risk to the economy.

    Schroders: Multi Asset 2025 Outlook
    US Fiscal Deterioration
    Trump's proposed policies, while potentially growth-stimulating, are projected to significantly worsen the US fiscal deficit, posing a long-term risk to the economy.
    • Business & Commerce
    • Finance & Money
    • Government & Politics
    • Navigating Global Uncertainty
    Impact Areas Investor confidence, US government debt, US interest rates
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money, Government & Politics
  • US Policy Uncertainty
    • Navigating Global Uncertainty
    • Global Trade
    • Inflation
    • US economy
    • Business & Commerce
    • Finance & Money
    • Government & Politics

    The re-election of Donald Trump introduces significant uncertainty regarding US trade policy and its impact on global markets.

    Barclays: Outlook 2025
    US Policy Uncertainty
    The re-election of Donald Trump introduces significant uncertainty regarding US trade policy and its impact on global markets.
    • Business & Commerce
    • Finance & Money
    • Government & Politics
    • Navigating Global Uncertainty
    Impact Areas Global Trade, Inflation, US economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money, Government & Politics
  • US Policy Uncertainty
    • Navigating Global Uncertainty
    • Global Trade
    • Immigration flows
    • US economy
    • Business & Commerce
    • Finance & Money
    • Government & Politics

    The incoming Trump administration is expected to introduce significant policy changes, particularly in trade and immigration, creating uncertainty in the market.

    Invesco: 2025 Investment Outlook
    US Policy Uncertainty
    The incoming Trump administration is expected to introduce significant policy changes, particularly in trade and immigration, creating uncertainty in the market.
    • Business & Commerce
    • Finance & Money
    • Government & Politics
    • Navigating Global Uncertainty
    Impact Areas Global Trade, Immigration flows, US economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money, Government & Politics
  • US Soft Landing Expected
    • Navigating Global Uncertainty
    • Global markets
    • US economy
    • Business & Commerce
    • Finance & Money

    The US economy is expected to achieve a soft landing in 2025, with moderate growth and decreasing inflation, despite potential risks.

    Allianz: Global Investors Outlook 2025
    US Soft Landing Expected
    The US economy is expected to achieve a soft landing in 2025, with moderate growth and decreasing inflation, despite potential risks.
    • Business & Commerce
    • Finance & Money
    • Navigating Global Uncertainty
    Impact Areas Global markets, US economy
    Themes Navigating Global Uncertainty
    Categories Business & Commerce, Finance & Money
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