1. Optimism in US Growth—But Not for Europe While a majority anticipate U.S. GDP growth around 2.5%, Europe’s outlook remains bleak, with respondents predicting growth below 1%. Not a single respondent expects Europe to match U.S. performance. The divergence reflects a continent weighed down by structural stagnation and debt woes. 2. Global Trade Wars Top the Risk List The specter of global trade wars dominates concerns for 2025, followed closely by a potential tech stock plunge and the relentless risks of inflation and rising bond yields. In a world increasingly fragmented by protectionism, markets could face new fault lines. 3. Trump’s Tariffs: Moderate Expectations Despite fiery campaign rhetoric, most investors predict former President Trump’s approach to tariffs will be tempered,…
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