Know The Now – Beyond The Noise – Global Edition

Macro Trends & Tectonic Shifts: Year- end approaches to a year that witnessed structural shifts in global trade, tectonic shifts in perspectives on safe havens, geographic diversification into non-U.S., geopolitical re-alignments and rising global angst. It would appear that peak tariff angst is behind us, but uncertainty lingers. Government spends are surging in developed markets, stimulus plans are underway across key economies, rates are being cut globally, inflation is low, commodity and crude oil prices are benign, emerging markets are witnessing a resurgence, and a $450 billion capex driven AI tech wave is contributing to growth.