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So far, Trump’s tariff threats are mainly harming sentiment. That could change quite quickly, in ways that would be hard to undo or mitigate.
The imposed tariffs by the Trump administration turned out significantly higher than initially expected
China Banks: Signs of Bottoming Out
Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid a still concerning global picture.
By: Vincenzo Vedda
Since Trump took office, U.S. stocks have plunged – his tariff policy worries many. Now there are doubts about growth in the U.S. but hopes for higher growth in Europe. A trend reversal? Nothing is too certain.
In light of the very dynamic market environment these forecasts are subject to change at any time.
Nothing is all that certain in Washington these days. This was the backdrop against which we devel-oped the latest update to our strategic 12-month outlook.
Tariff Disturbances: More uncertainty on trade and to what end?
Europe's economies wasted billions of euros through the inefficient use of energy
The DAX has hit a record high, outperforming smaller German stocks. Investors expect a business-friendly government. But many challenges remain.
More defence, more investment, more debt, more growth
India Consumption Slowdown: Cyclical or Structural?
Altitude Sickness: Breathe, go slowly, stick to the big markers
Though the medium-term growth outlook looks resilient, a stronger manufacturing sector is needed to create jobs.
By: Jason Chen, Dirk Schlüter
