Random Thoughts

This report, authored by Northern Trust’s Global Economic Research team, provides an insightful outlook on key global economic and financial themes as we transition into 2025. 

• Geopolitical Events: Elections in major economies like Germany and Canada, and renewed European fiscal tensions could shape markets.  
• Policy Shifts: Potential re-evaluation of central banks’ 2% inflation targets, driven by fiscal challenges.  
• Sectoral Impacts: U.S. electric vehicle demand may weaken if subsidies are cut, contrasting with growing global EV markets.  
• Investment Trends: AI innovations and infrastructure investments highlighted as growth drivers.  

Gain actionable insights into these critical themes by accessing the full report.