GS Equity Radar_ 2025 Macro Outlooks _ Carbonomics _ New Ideas _ Europe Pharma _ US Capex Views _ China Consumer
Capgemini·2024-11-18 03:33
15 November 2024 | 2:13PM GMT GS Equity Radar 2025 Macro Outlooks | Carbonomics | New Ideas | Europe Pharma | US Capex Views | China Consumer It is outlook season, and we kick off this week with our 2025 Macro outlooks across the globe. Jan Hatzius expects a second Trump administration to bring higher China and auto tariffs, much lower immigration, some fresh tax cuts, and regulatory easing. If so, the US economy should grow 2.5% in 2025, outperforming consensus expectations and other DM economies for the t ...