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9min chapter
2025 LTCMAs: Higher starting points but healthier foundations
Center For Investment Excellence
Global Economic Trends and Forecasts
This chapter analyzes macroeconomic trends, focusing on growth estimates in developed and emerging markets, with particular attention to AI adoption and capital investment's role in improvements. It also discusses inflation dynamics, central banks' credibility, and the implications for fixed income returns and forex outlook amid shifting interest rates.
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