November 05, 2025

The global economy is experiencing several crosscurrents that will shape its near-term outlook and have the potential of shaping the economic and political order for years to come. While we do not intend to provide an exhaustive list of the events driving these global trends , some have caught our attention. The question for us as investors and analysts is to discern what these trends ponder for the US and global economy. Understanding how the global economy reestablishes equilibrium once the shock has taken place is an important insight for both policymakers and investors. We are able to understand the political pressures that their government is facing before and during the adjustment process. With this insight in mind , we can estimate the likelihood of a particular trend ending, persisting, or marking the beginning of a new trend.

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