2025 in Review
真知卓見16:01, December 18, 2025
Renée Friedman, Global Head of Research
The year 2025 will be remembered for three key reasons: 1. US President Donald Trump’s tariff wars 2. The end of Pax Americana 3. Artificial Intelligence (AI) going mainstream as global competition among creators and AI semiconductor chip producers rose following the release of China’s DeepSeek launch in January.
In this review we:
- Provide a wider macroeconomic view over 2025
- Consider global equity market performance
- Review bond markets performance and drivers
- Examine the impact of policies on currencies, particularly the US dollar
- Explore the divergence in select commodity performance.
本文提供給您僅供資訊參考之用，不應被視為認購或銷售此處提及任何投資或相關服務的優惠招攬或遊說。金融商品交易涉及重大損失風險,可能不適合所有投資者。過往績效不代表未來表現。
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