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bullish

Revisiting 2025 Investment Calls

234 Views02 Jun 2025 23:30
​Market volatility expected to increase in 1H, followed by economic momentum pickup in 2H. No signs of recession or inflation resurgence. Corporate profit cycle upswing in multiple regions.
What is covered in the Full Insight:
  • Introduction: Revisiting 2025 Investment Calls
  • Macro, Political, and Market Forecasts
  • Trump's Trade War and Economic Implications
  • Bitcoin as a Reserve Asset
  • Business Cycle Analysis and its Importance
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Full Insight
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Rising
Sharmila Whelan
Global Macro Strategist
Westbourne Research Services
Multi-AssetCross Asset StrategyMacroeconomics
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