What trends will define the world in 2025 — Mike O’Sullivan, Chief Economist
Автор: Moonfare
Загружено: 2025-01-31
Просмотров: 668
Описание:
Mike O’Sullivan, Moonfare’s Chief Economist, breaks down five key themes set to shape 2025 — rising momentum in private markets, fiscal discipline taking center stage, the reshaping of global trade, China’s evolving risks and what’s next for AI.
00:00 Introduction
02:43 Private markets regain momentum
04:35 Fiscal discipline takes priority
05:49 The focus expands beyond AI
07:15 Strategic autonomy becomes a policy goal
08:41 Risk loom - from bond markets to China
09:45 Conclusion
Read more about Mike's predictions in his recent report: https://moonfa.re/3Cz50YP
Sources:
1. Bloomberg 2024: https://moonfa.re/3EsR5nv
2. Pitchbook Benchmarks Q2 2024: https://moonfa.re/3EsRmqx
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