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- TrendThemeImpact AreasCategorySummaryReport
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Short Trend Summary
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
AI Driving Tech Investment- AI-Driven Transformation
- Construction
- Energy
- Real estate
- Semiconductors
- Technology
- Business & Commerce
- Emerging Technology
- Finance & Money
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
J.P. Morgan: 2025 year ahead...AI Driving Tech Investment
AI is fueling a surge in tech investment, particularly among hyperscalers, with ripple effects across various sectors.
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Short Trend Summary
The re-election of Donald Trump and a Republican Congress introduces significant policy uncertainty, particularly regarding tax cuts, tariffs, immigration, and deregulation.
Economic Policy Uncertainty- Navigating Global Uncertainty
- Economy
- Immigration
- Inflation
- Regulation
- Trade
- Business & Commerce
- Finance & Money
- Government & Politics
The re-election of Donald Trump and a Republican Congress introduces significant policy uncertainty, particularly regarding tax cuts, tariffs, immigration, and deregulation.
J.P. Morgan: 2025 year ahead...Economic Policy Uncertainty
The re-election of Donald Trump and a Republican Congress introduces significant policy uncertainty, particularly regarding tax cuts, tariffs, immigration, and deregulation. 
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Short Trend Summary
Consumers are increasingly choosing low/no alcohol options as a lifestyle choice, driven by wellness and health priorities, rather than necessity.
Sober Curiosity Movement- The Power of Community and Connection
- Values-Driven Consumption
- Alcohol industry
- beverage industry
- Hospitality sector
- Wellness industry
- Consumer Attitudes
- Health & Wellness
- Lifestyle
Consumers are increasingly choosing low/no alcohol options as a lifestyle choice, driven by wellness and health priorities, rather than necessity.
Kantar: The future of alcoholSober Curiosity Movement
Consumers are increasingly choosing low/no alcohol options as a lifestyle choice, driven by wellness and health priorities, rather than necessity. 
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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. 
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Short Trend Summary
Despite the decline of traditional local news outlets, there are signs of a resurgence driven by community needs and innovative funding models.
Resurgence of Local News- Authenticity and Transparency Reign Supreme
- The Power of Community and Connection
- Civic Engagement
- Digital Media
- Journalism
- Local Communities
- Business & Commerce
- Media & Information
Despite the decline of traditional local news outlets, there are signs of a resurgence driven by community needs and innovative funding models.
Ipsos: What the future newsResurgence of Local News
Despite the decline of traditional local news outlets, there are signs of a resurgence driven by community needs and innovative funding models. 
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Short Trend Summary
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security.
Fiscal Activism Replaces Austerity- Navigating Global Uncertainty
- Economic Growth
- Government spending
- Inflation
- Infrastructure development
- Technology Investment
- Finance & Money
- Global Challenges
- Government & Politics
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security.
J.P. Morgan: Ltcma reportFiscal Activism Replaces Austerity
Governments are shifting from austerity to fiscal activism, prioritizing investment in infrastructure, technology, and national security. 
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Short Trend Summary
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains.
AI Drives Productivity and Growth- AI-Driven Transformation
- Corporate Earnings
- Economic Growth
- Inflation
- Productivity
- Technology Investment
- Business & Commerce
- Emerging Technology
- Finance & Money
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains.
J.P. Morgan: Ltcma reportAI Drives Productivity and Growth
Artificial intelligence is projected to significantly impact economic growth, both through direct investment and productivity gains. 
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Short Trend Summary
Concerns about increasing immigration persist globally, despite a slight decrease from the previous year.
Immigration Anxiety Remains- Navigating Global Uncertainty
- Cultural integration
- Immigration policy
- Social Cohesion
- Consumer Attitudes
- Global Challenges
- Government & Politics
Concerns about increasing immigration persist globally, despite a slight decrease from the previous year.
Ipsos: Predictions 2025 reportImmigration Anxiety Remains
Concerns about increasing immigration persist globally, despite a slight decrease from the previous year. 
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Short Trend Summary
The increasing complexity of the information environment necessitates greater emphasis on news literacy education for future generations.
Importance of News Literacy- Authenticity and Transparency Reign Supreme
- Navigating Global Uncertainty
- Civic Engagement
- Critical Thinking
- Education
- Media Consumption
- Culture
- Media & Information
The increasing complexity of the information environment necessitates greater emphasis on news literacy education for future generations.
Ipsos: What the future newsImportance of News Literacy
The increasing complexity of the information environment necessitates greater emphasis on news literacy education for future generations. 
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Short Trend Summary
Artificial intelligence is transforming news creation, offering opportunities for automation and personalization but also raising concerns about bias and disinformation.
AI-Driven News Creation- AI-Driven Transformation
- Authenticity and Transparency Reign Supreme
- Content creation
- Journalism
- News Consumption
- Social Media
- Data & Privacy
- Emerging Technology
- Media & Information
Artificial intelligence is transforming news creation, offering opportunities for automation and personalization but also raising concerns about bias and disinformation.
Ipsos: What the future newsAI-Driven News Creation
Artificial intelligence is transforming news creation, offering opportunities for automation and personalization but also raising concerns about bias and disinformation. 
