December Outlook: The Trump Effect- Tariffs, Fiscal Shifts and Geopolitics

Outlook Overview: The Trump Effect- Tariffs, Fiscal Shifts and Geopolitics (here)

U.S. Outlook: Healthy Economy Facing Policy Risks (here)

LatAm Outlook: Economic Shifts (here)

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

Japan Outlook: Lukewarm Japan and BoJ (here)

Asia/Pacific (ex-China/Japan) Outlook: Trump Tariffs, China +1 and Growth (here)

Eurozone Outlook: Trump, Tariffs and the Possible Trade Tremor (here)

Western Europe Outlook: Divergent Policy Thinking (here)

EMEA Outlook: Rate Cuts in 2025 Despite Global Uncertainties (here)

DM Rates Outlook: Policy and Spread Divergence (here)

DM FX Outlook: USD to edge lower despite high yields (here)

Equities Outlook: U.S. Exceptionalism v Valuations (here)

EM FX Outlook: Hit From Tariffs, Before Divergence (here)

Commodities Outlook: Strategic Caution (here)

Technical Analysis: Quarterly Forecasts FX/Rates/Equities For Q1 2025 (here)