There have been a few surprises in 2025. There are three that jump out as making a difference on performance.
1. Financial conditions have improved for the year after a rocky start
2. Trade uncertainty has fallen after spiking in the spring.
3. Revision to global growth has come through US and not other parts of the world
Do not worry about the 2025 predictions. Think about the surprises of 2025 and whether they will create spillover in 2026.
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