Your trends
- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
Global inflation is declining, but services inflation remains elevated, requiring careful monetary policy calibration.
Global Disinflation Progressing- Navigating Global Uncertainty
- Global economy
- Labor markets
- Monetary Policy
- Business & Commerce
- Finance & Money
Global inflation is declining, but services inflation remains elevated, requiring careful monetary policy calibration.
IMF: World economic outlookGlobal Disinflation Progressing
Global inflation is declining, but services inflation remains elevated, requiring careful monetary policy calibration.
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Short Trend Summary
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn.
US Equity Valuation Challenge- Navigating Global Uncertainty
- Long-term investment returns
- Market volatility
- US equity markets
- Business & Commerce
- Finance & Money
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn.
Goldman Sachs: Markets outlook 2025...US Equity Valuation Challenge
US equity valuations are historically high, posing a long-term challenge and increasing the downside risk in the event of an economic downturn.
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Short Trend Summary
The US dollar is expected to remain strong, driven by robust US growth, trade uncertainty, and capital flows favoring the US.
Sustained Dollar Strength- Navigating Global Uncertainty
- Currency markets
- International Trade
- Investment flows
- Business & Commerce
- Finance & Money
The US dollar is expected to remain strong, driven by robust US growth, trade uncertainty, and capital flows favoring the US.
Goldman Sachs: Markets outlook 2025...Sustained Dollar Strength
The US dollar is expected to remain strong, driven by robust US growth, trade uncertainty, and capital flows favoring the US.
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Short Trend Summary
Despite facing renewed trade pressures, China's economic outlook hinges primarily on domestic policy delivery and its ability to stimulate internal demand.
China’s Domestic Focus- Navigating Global Uncertainty
- Chinese economy
- Chinese equity markets
- International capital flows
- Business & Commerce
- Finance & Money
- Government & Politics
Despite facing renewed trade pressures, China's economic outlook hinges primarily on domestic policy delivery and its ability to stimulate internal demand.
Goldman Sachs: Markets outlook 2025...China’s Domestic Focus
Despite facing renewed trade pressures, China's economic outlook hinges primarily on domestic policy delivery and its ability to stimulate internal demand.
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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
Impact investing remains relatively low despite its potential for aligning investments with mission.
Stagnant Impact Investing- Values-Driven Consumption
- Investment strategies
- Mission-Related Investments
- Social Impact Bonds
- Business & Commerce
- Finance & Money
Impact investing remains relatively low despite its potential for aligning investments with mission.
McKinsey: Family philanthropy trends 2025:...Stagnant Impact Investing
Impact investing remains relatively low despite its potential for aligning investments with mission.
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Short Trend Summary
Private assets are becoming increasingly attractive to investors seeking diversification and potentially higher returns in a changing market environment.
Private Assets Gaining Traction- Navigating Global Uncertainty
- Direct lending
- Infrastructure
- Investment portfolios
- Private Equity
- Real estate
- Business & Commerce
- Finance & Money
Private assets are becoming increasingly attractive to investors seeking diversification and potentially higher returns in a changing market environment.
Fidelity: Outlook 2025Private Assets Gaining Traction
Private assets are becoming increasingly attractive to investors seeking diversification and potentially higher returns in a changing market environment.
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Short Trend Summary
Underdeveloped capital markets in many EBRD regions hinder real estate sector growth, necessitating the development of financial vehicles like REITs and attracting institutional investors.
Capital Market Development- Navigating Global Uncertainty
- Financial Markets
- Real Estate Investment
- Business & Commerce
- Finance & Money
- Global Challenges
Underdeveloped capital markets in many EBRD regions hinder real estate sector growth, necessitating the development of financial vehicles like REITs and attracting institutional investors.
European Bank: Real estate sector...Capital Market Development
Underdeveloped capital markets in many EBRD regions hinder real estate sector growth, necessitating the development of financial vehicles like REITs and attracting institutional investors.
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Short Trend Summary
Digital payments are rising, checks are disappearing, and cash usage is declining towards a stable baseline.
Cash Usage Declining- The Blurring of Physical and Digital Realities
- Banking
- Consumer Spending
- Retail
- Business & Commerce
- Finance & Money
Digital payments are rising, checks are disappearing, and cash usage is declining towards a stable baseline.
Deloitte: Shaping the future of...Cash Usage Declining
Digital payments are rising, checks are disappearing, and cash usage is declining towards a stable baseline.
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Short Trend Summary
Donald Trump's re-election victory creates significant uncertainty and potential upheaval in global politics, economics, and trade.
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 2024Trumpian Uncertainty and Global Impact
Donald Trump's re-election victory creates significant uncertainty and potential upheaval in global politics, economics, and trade.