Published: 2025-03-27T10:30:01.000Z

March Outlook: Navigating the Turbulence

Director of Research , Macroeconomics and Strategy

All chapters of the March Outlook are now available and simply click the link below.

Outlook Overview: Navigating the Turbulence (here)

U.S. Outlook: How Much Damage Will a Trade War Do? (here)

LatAm Outlook: Navigating the Uncertainty (here)

China Outlook: Construction and Trade Headwinds v Policy Stimulus (here)

Japan Outlook: Inflation Sustainably Above 2%? (here)

Asia/Pacific (ex-China/Japan) Outlook: Resilience Through Realignment (here)

Eurozone Outlook: At A Crossroads? (here)

Western Europe Outlook: Price Pressures (here)

EMEA Outlook: Mixed Prospects (here)

DM Rates Outlook: Policy Divergence (here)

DM FX Outlook: USD Under Pressure (here)

Equities Outlook: Turbulence Ahead (here)

EM FX Outlook: Divergence versus the USD (here)

Commodities Outlook: Shifting Dynamics (here)

Technical Analysis: Quarterly Forecasts FX/Rates/Equities For Q2 2025 (here)