Your trends
- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
Geopolitical factors are increasingly influencing trade and investment decisions, leading to the potential formation of rival economic blocs and a reversal of globalization.
Rising Geoeconomic Fragmentation- Navigating Global Uncertainty
- Global Trade
- International Relations
- Investment flows
- Business & Commerce
- Global Challenges
- Government & Politics
Geopolitical factors are increasingly influencing trade and investment decisions, leading to the potential formation of rival economic blocs and a reversal of globalization.
IMF: Annual report 2024Rising Geoeconomic Fragmentation
Geopolitical factors are increasingly influencing trade and investment decisions, leading to the potential formation of rival economic blocs and a reversal of globalization. -
Short Trend Summary
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased inflation.
Rising Fiscal Risks- Navigating Global Uncertainty
- Bond markets
- Inflation
- Interest rates
- Business & Commerce
- Finance & Money
- Global Challenges
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased inflation.
Goldman Sachs: Markets outlook 2025...Rising Fiscal Risks
Increased fiscal expansion in several countries, including the US, Japan, the UK, and some emerging markets, raises the risk of higher terminal rates and increased… -
Short Trend Summary
Global trade is facing increasing headwinds from protectionist measures, impacting supply chains and potentially exacerbating inflation.
Resurgent Protectionism- Navigating Global Uncertainty
- Global Trade
- Inflation
- International Relations
- Supply Chains
- Business & Commerce
- Global Challenges
- Government & Politics
Global trade is facing increasing headwinds from protectionist measures, impacting supply chains and potentially exacerbating inflation.
NatWest: The year ahead 2025Resurgent Protectionism
Global trade is facing increasing headwinds from protectionist measures, impacting supply chains and potentially exacerbating inflation. -
Short Trend Summary
Geopolitical instability and recent crises have highlighted the vulnerability of global supply chains, driving a shift towards nearshoring and increased demand for resilient logistics infrastructure.
Resilient Supply Chains- Navigating Global Uncertainty
- Industrials
- Logistics
- Manufacturing
- Business & Commerce
- Global Challenges
Geopolitical instability and recent crises have highlighted the vulnerability of global supply chains, driving a shift towards nearshoring and increased demand for resilient logistics infrastructure.
European Bank: Real estate sector...Resilient Supply Chains
Geopolitical instability and recent crises have highlighted the vulnerability of global supply chains, driving a shift towards nearshoring and increased demand for resilient logistics infrastructure. -
Short Trend Summary
Global consumer spending demonstrates resilience, projected to grow 5.5% in 2025 despite economic uncertainties.
Resilient Consumer Spending Growth- Navigating Global Uncertainty
- Values-Driven Consumption
- E-commerce
- FMCG
- Global economy
- Manufacturing
- Retail
- Business & Commerce
- Consumer Attitudes
- Finance & Money
Global consumer spending demonstrates resilience, projected to grow 5.5% in 2025 despite economic uncertainties.
World Data Lab: Consumer outlook...Resilient Consumer Spending Growth
Global consumer spending demonstrates resilience, projected to grow 5.5% in 2025 despite economic uncertainties. -
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. -
Short Trend Summary
The innovation super cycle is expected to further strengthen the leadership of technology-driven companies, particularly those listed on the Nasdaq and similar exchanges.
Nasdaq+ Leadership- AI-Driven Transformation
- Navigating Global Uncertainty
- Equity Markets
- Investment strategies
- Technology sector
- Business & Commerce
- Finance & Money
The innovation super cycle is expected to further strengthen the leadership of technology-driven companies, particularly those listed on the Nasdaq and similar exchanges.
Julius Bar: Secular outlook 2025Nasdaq+ Leadership
The innovation super cycle is expected to further strengthen the leadership of technology-driven companies, particularly those listed on the Nasdaq and similar exchanges. -
Short Trend Summary
Mobile gaming continues to drive the majority of video game revenue growth, with the global gamer population expanding.
Mobile Gaming Dominance- Experiences Over Material Goods
- The Power of Community and Connection
- Esports
- Gaming
- Mobile Technology
- Business & Commerce
- Entertainment
Mobile gaming continues to drive the majority of video game revenue growth, with the global gamer population expanding.
Activate Consulting: Technology and media...Mobile Gaming Dominance
Mobile gaming continues to drive the majority of video game revenue growth, with the global gamer population expanding. -
Short Trend Summary
Global equity markets are being influenced by powerful mid-term trends such as AI, climate change, and reshoring.
Market Driven by Megatrends- AI-Driven Transformation
- Navigating Global Uncertainty
- AI
- Climate Change
- Global Equity Markets
- Reshoring
- Business & Commerce
- Emerging Technology
- Global Challenges
Global equity markets are being influenced by powerful mid-term trends such as AI, climate change, and reshoring.
Allianz: Global economic outlook 2024-2025Market Driven by Megatrends
Global equity markets are being influenced by powerful mid-term trends such as AI, climate change, and reshoring. -
Short Trend Summary
The pursuit of knowledge and personal growth is driving the rise of new knowledge hubs and educational travel experiences.
Knowledge as Social Capital- Experiences Over Material Goods
- The Power of Community and Connection
- Values-Driven Consumption
- Education
- Hospitality
- Travel
- Workspaces
- Business & Commerce
- Culture
- Travel & Tourism
The pursuit of knowledge and personal growth is driving the rise of new knowledge hubs and educational travel experiences.
Design Hotels: Further forecast 2025Knowledge as Social Capital
The pursuit of knowledge and personal growth is driving the rise of new knowledge hubs and educational travel experiences.