What we are watching in 2025

January 2025

The year 2025 is poised to be a pivotal one, marked by significant economic, political, and social developments.

From the policies of the Trump administration, including tariffs, taxes, and immigration, to the Federal Reserve’s monetary policy dynamics, we will explore the potential impacts on the economy and financial markets. Additionally, we will examine the ongoing struggles within the Chinese economy, the state of US equities, and the broader implications of these factors on global trade and investment.

In this report, our goal is to equip readers with an understanding of the challenges and opportunities that lie ahead, helping to enable them to make informed decisions in an increasingly complex and interconnected world. By examining the interplay between domestic policies and international developments, we hope to shed light on the forces driving change and the potential outcomes for various stakeholders.