MacroMicro's 2025 Outlook is now available for download! Discover how Trump's re-election could reignite tariff risks, how the Fed's rate-cut outlook is evolving under mounting pressures, and whether AI-driven stock growth in 2024 is potentially forming a bubble. Most importantly, we share our investment strategies and suggestions for 2025 in the concluding section of the report.
2025 Market Outlook: The AI & Trump Era
Key Topics:
- Is AI Reshaping the Manufacturing Cycle? What Makes This Time Different?
- How the Trump 2.0 Era Could Reshape the Global Economy
- Four Key Cycles & Asset Allocation Outlook
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