Home Outlook 2025: The year through the lens of major Western financial players

GEAB 190

The monthly bulletin of LEAP (European Laboratory of Political Anticipation) - 15 Dec 2024

Outlook 2025: The year through the lens of major Western financial players

As economic and political instability intensifies, our team takes a closer look at the forecasts of the major Western financial institutions. Between optimism and underestimated risks, these reports are as full of lessons as they are surprisingly consistent.

Given the growing instability in international economic and political affairs, our team has decided to redouble its efforts to anticipate trends in 2025. Not only will we be publishing, as is our custom, our structuring trends for the year ahead in January, but we have also decided to take a closer look at the publications of the major Western financial institutions to edit a critical summary[1]. These reports are always rich in information, and we must rely on the power of influence inherent in these financial players, which gives them the ability to formulate self-fulfilling prophecies, through their investment choices and the advice they give to other political and economic players.

The papers are broadly consistent, highlighting a number of similarities: the easing of monetary policy, the resilience of weak global growth, an optimistic trajectory for the US economy, AI as a promising sector, and the influence of the unstable global geopolitical situation. Nevertheless, disagreements are emerging on other themes, growth projections or in the detail of the analysis of certain trends such as the promise of AI, the economic future of climate policies, or the dynamics of world trade.

Comments

To leave a comment sign up now
Contents

The concept of the interregnum has often been used in geopolitics in recent years. The imagery of a leaderless transition, a shift from one form of dominance to another, or [...]

The answer that immediately comes to mind is: "China, of course"! But that’s too easy for the GEAB, so we won’t be going down that route in this article. Instead [...]

Our team is proud to present its self-evaluaiton of the 2024 trends published in January. This year we have recorded a 74.19% success rate. Several events were accurately anticipated from [...]

Many people view digital data as the oil of the 21st century, but the natural resources required to produce it are rare earth elements. Beyond digital technology, rare earths are [...]

According to Aaron Holmes, Microsoft is now pitching "Spend less on people". While AI is certainly the next stage in the long process of optimising human resources in the production [...]

Central Asia: Nuclear power as a strategic lever Central Asia, rich in natural resources, is increasingly exploring nuclear power for its energy needs. Kazakhstan, the world's largest producer of uranium, [...]

Related articles
GEAB
15 Dec 2024

Investments, trends and recommendations (dec 2024)

#asia #gold #investments #rare earths #trends

Central Asia: Nuclear power as a strategic lever Central Asia, rich in natural resources, is increasingly exploring nuclear power for its energy needs. Kazakhstan, the world's largest producer of uranium, [...]

GEAB
15 Dec 2024

2025 – Asia at the centre of rare earth conflicts

#AI #asia #China #rare earths

Many people view digital data as the oil of the 21st century, but the natural resources required to produce it are rare earth elements. Beyond digital technology, rare earths are [...]

GEAB
15 Dec 2024

Enterprise 2035: Shaping the role of the Super-Collaborator

#AI #anticipation

According to Aaron Holmes, Microsoft is now pitching "Spend less on people". While AI is certainly the next stage in the long process of optimising human resources in the production [...]