This report, authored by Northern Trust’s Global Economic Research team, provides an insightful outlook on key global economic and financial themes as we transition into 2025.
• Geopolitical Events: Elections in major economies like Germany and Canada, and renewed European fiscal tensions could shape markets.
• Policy Shifts: Potential re-evaluation of central banks’ 2% inflation targets, driven by fiscal challenges.
• Sectoral Impacts: U.S. electric vehicle demand may weaken if subsidies are cut, contrasting with growing global EV markets.
• Investment Trends: AI innovations and infrastructure investments highlighted as growth drivers.
Gain actionable insights into these critical themes by accessing the full report.
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