Special Issue | December 15, 2025 | 3:00PM EST GLOBAL MACRO RESEARCH TOP MIND of 2025: 4 THEMES IN CHARTS Our special Top of Mind year-end edition Features charts, quotes, and a crossword, per our tradition. They tell the story of a year that was anything but boring, In four themes that we found well worth exploring. The year began with tariff talk galore, As Donald Trump assumed the US presidency once more, And upended decades of trade policy through significant action, Which led to worries about a US econ ...