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
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
Unlock research summaries
Follow top, independent analysts
Receive personalised alerts
Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.