Technology-Related Surge Helps Offset Tariff-Driven Drain in Global Industrial Production

Published on December 19, 2025

Macro Signposts highlights takeaways from the data analysis conducted by our team of economists and other experts.

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AI Capex Wave Tests Bond Market Depth

December 19, 2025
The global race to build AI infrastructure has accelerated sharply. Estimated capital expenditures now total more than $5 trillion, equivalent to the annual GDP of Germany.

GMO 7-Year Asset Class Forecast: November 2025

December 19, 2025
GMO has posted a new 7-Year asset class forecast as of November 30, 2025.