CIO Insights 4Q25: Ride The Trend

Global growth to slow on tariff policy uncertainties. Fed’s rate cuts, Trump’s fiscal stimulus policies, and AI-related capex will stave off recession in the US, but upside risk on inflati...

Chief Investment Office - Hong Kong22 Oct 2025

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Slower Growth, Not Recession

Global growth to slow on tariff policy uncertainties. Fed’s rate cuts, Trump’s fiscal stimulus policies, and AI-related capex will stave off recession in the US, but upside risk on inflation remains.