2025 6 Key Themes (MFS)
Forward-looking snapshot of what we believe will be relevant and may influence the markets and economy.
Markets Outlook
Lead Content
Top of Mind: Will China's Policy Stimulus Be Enough? (Goldman Sachs)
Chinese policymakers doubled down last week in signaling a strong policy response to China’s ongoing domestic…
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Banks as Synthetic Hedge Funds
This paper examines Silicon Valley Bank's adoption of private equity-style on-balance-sheet investments—such as…
Economic Outlook 2025: Trump 2.0 Policy Assumptions and Impact on the Global Economy (Mizuho)
In the U.S., the incoming Trump administration is expected to implement policies such as tariff hikes while…
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