Your trends
- TrendThemeImpact AreasCategorySummaryReport
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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
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
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
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 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
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
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
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. -
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
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.