Your trends
- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
A significant economic divergence is emerging between the US and Europe, impacting corporate earnings and growth prospects.
Transatlantic Divergence- Navigating Global Uncertainty
- Corporate Earnings
- European Economy
- Investment
- US economy
- Business & Commerce
- Finance & Money
A significant economic divergence is emerging between the US and Europe, impacting corporate earnings and growth prospects.
Allianz: Global economic outlook 2024-2025Transatlantic Divergence
A significant economic divergence is emerging between the US and Europe, impacting corporate earnings and growth prospects. -
Short Trend Summary
Geopolitical shifts and economic factors are driving a diversification of global trade, impacting fashion sourcing strategies.
Trade Flows Reconfiguration- Navigating Global Uncertainty
- Values-Driven Consumption
- Geopolitics
- Manufacturing
- Sourcing
- Supply chain
- Business & Commerce
- Consumer Attitudes
Geopolitical shifts and economic factors are driving a diversification of global trade, impacting fashion sourcing strategies.
McKinsey: The state of fashion...Trade Flows Reconfiguration
Geopolitical shifts and economic factors are driving a diversification of global trade, impacting fashion sourcing strategies. -
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. -
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. -
Short Trend Summary
Emerging markets, particularly Southeast Asia, are benefiting from supply chain diversification, driven by improved cost competitiveness.
Supply Chain Diversification- Navigating Global Uncertainty
- Emerging Markets
- Investment
- Southeast Asia
- Supply Chains
- Business & Commerce
- Finance & Money
Emerging markets, particularly Southeast Asia, are benefiting from supply chain diversification, driven by improved cost competitiveness.
Allianz: Global economic outlook 2024-2025Supply Chain Diversification
Emerging markets, particularly Southeast Asia, are benefiting from supply chain diversification, driven by improved cost competitiveness. -
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. -
Short Trend Summary
In a volatile geopolitical environment, investors are favoring 'store-of-value' equity markets with strong institutions and shareholder protections.
Store-of-Value Equities- Navigating Global Uncertainty
- Equity Markets
- Geopolitical Risk
- Investment strategies
- Business & Commerce
- Finance & Money
In a volatile geopolitical environment, investors are favoring 'store-of-value' equity markets with strong institutions and shareholder protections.
Julius Bar: Secular outlook 2025Store-of-Value Equities
In a volatile geopolitical environment, investors are favoring 'store-of-value' equity markets with strong institutions and shareholder protections. -
Short Trend Summary
The global entertainment and media market is expected to experience steady growth, driven by advertising and connectivity, despite variations across regions.
Steady Global E&M Growth- Experiences Over Material Goods
- Navigating Global Uncertainty
- The Power of Community and Connection
- Advertising
- Connectivity
- Consumer Spending
- Brands & Advertising
- Business & Commerce
- Entertainment
The global entertainment and media market is expected to experience steady growth, driven by advertising and connectivity, despite variations across regions.
PwC: Global entertainment & media...Steady Global E&M Growth
The global entertainment and media market is expected to experience steady growth, driven by advertising and connectivity, despite variations across regions. -
Short Trend Summary
The automotive industry is undergoing a major transformation with the rise of electric vehicles, impacting global trade and investment.
Shift to Electric Vehicles- Navigating Global Uncertainty
- Values-Driven Consumption
- Automotive industry
- Employment
- Energy Sector
- Global Trade
- Investment
- Mineral demand
- Business & Commerce
- Emerging Technology
- Global Challenges
The automotive industry is undergoing a major transformation with the rise of electric vehicles, impacting global trade and investment.
IMF: World economic outlookShift to Electric Vehicles
The automotive industry is undergoing a major transformation with the rise of electric vehicles, impacting global trade and investment. -
Short Trend Summary
Geopolitical tensions and economic frictions are escalating, leading to increased diversification and a more fragmented world.
Rising Geopolitical Fragmentation- Navigating Global Uncertainty
- Global Trade
- International Relations
- Investment strategies
- Business & Commerce
- Global Challenges
- Government & Politics
Geopolitical tensions and economic frictions are escalating, leading to increased diversification and a more fragmented world.
Amundi: Investment outlook 2025Rising Geopolitical Fragmentation
Geopolitical tensions and economic frictions are escalating, leading to increased diversification and a more fragmented world.