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Short Trend Summary
China faces deflationary risks similar to Japan in the late 1990s, requiring substantial stimulus to boost consumer confidence and stabilize the property sector.
China’s Deflationary Pressures- Navigating Global Uncertainty
- Chinese economy
- Commodity markets
- Global economy
- Business & Commerce
- Consumer Attitudes
- Finance & Money
China faces deflationary risks similar to Japan in the late 1990s, requiring substantial stimulus to boost consumer confidence and stabilize the property sector.
Mercer: Economic and market outlook...China’s Deflationary Pressures
China faces deflationary risks similar to Japan in the late 1990s, requiring substantial stimulus to boost consumer confidence and stabilize the property sector. -
Short Trend Summary
The Japanese yen is poised for appreciation due to shifting interest rate differentials, unwinding of short positions, and its undervalued status.
Japanese Yen Resurgence- Navigating Global Uncertainty
- Currency markets
- International Trade
- Japanese economy
- Business & Commerce
- Finance & Money
The Japanese yen is poised for appreciation due to shifting interest rate differentials, unwinding of short positions, and its undervalued status.
Mercer: Economic and market outlook...Japanese Yen Resurgence
The Japanese yen is poised for appreciation due to shifting interest rate differentials, unwinding of short positions, and its undervalued status. -
Short Trend Summary
After a period of concentrated gains in mega-cap tech, the equity market is broadening, with earnings growth expected to accelerate in other sectors.
Broadening Equity Market- Navigating Global Uncertainty
- Equities
- Mid-Cap Stocks
- Small-cap stocks
- Value stocks
- Business & Commerce
- Finance & Money
After a period of concentrated gains in mega-cap tech, the equity market is broadening, with earnings growth expected to accelerate in other sectors.
J.P. Morgan: 2025 year ahead...Broadening Equity Market
After a period of concentrated gains in mega-cap tech, the equity market is broadening, with earnings growth expected to accelerate in other sectors. -
Short Trend Summary
After years of unusual market performance, portfolio rebalancing is essential to manage risk and capitalize on shifting opportunities.
Portfolio Rebalancing Crucial- Navigating Global Uncertainty
- Asset Allocation
- Portfolio management
- Risk management
- Business & Commerce
- Finance & Money
After years of unusual market performance, portfolio rebalancing is essential to manage risk and capitalize on shifting opportunities.
J.P. Morgan: 2025 year ahead...Portfolio Rebalancing Crucial
After years of unusual market performance, portfolio rebalancing is essential to manage risk and capitalize on shifting opportunities. -
Short Trend Summary
The 2024 U.S. election results are expected to lead to deregulation, potential tax policy changes, and increased macroeconomic volatility.
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. -
Short Trend Summary
New investment frontiers are emerging, including evergreen alternatives, sports investing, space economy, and reimagined cities, offering unique opportunities for diversification.
Evolving Investment Landscapes- AI-Driven Transformation
- Navigating Global Uncertainty
- The Blurring of Physical and Digital Realities
- Alternative Investments
- Real estate
- Space Economy
- Sports
- Streaming
- Urban Development
- Business & Commerce
- Emerging Technology
- Finance & Money
New investment frontiers are emerging, including evergreen alternatives, sports investing, space economy, and reimagined cities, offering unique opportunities for diversification.
J.P. Morgan: Outlook 2025 building...Evolving Investment Landscapes
New investment frontiers are emerging, including evergreen alternatives, sports investing, space economy, and reimagined cities, offering unique opportunities for diversification. -
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
AI agents are being empowered to make transactions, with crypto emerging as an early payment rail.
AI Agents with Spending Power- AI-Driven Transformation
- The Blurring of Physical and Digital Realities
- AI
- Cryptocurrency
- Fintech
- Payments
- Business & Commerce
- Emerging Technology
- Finance & Money
CB Insights: Tech trends 2025AI Agents with Spending Power
AI agents are being empowered to make transactions, with crypto emerging as an early payment rail. -
Short Trend Summary
Cryptocurrencies are increasingly being used as a payment method, offering advantages like lower transaction fees and global reach.
Crypto as a Payment Method- AI-Driven Transformation
- Navigating Global Uncertainty
- E-commerce
- International Trade
- Retail
- Business & Commerce
- Finance & Money
Cryptocurrencies are increasingly being used as a payment method, offering advantages like lower transaction fees and global reach.
Triple A: The state of...Crypto as a Payment Method
Cryptocurrencies are increasingly being used as a payment method, offering advantages like lower transaction fees and global reach.