- Trump and his love of Tariffs: U.S. President Donald Trump has already generated the expected controversy and speculation throughout his second term. In his latest move, Trump has?signed an executive order implementing tariffs that align with his campaign promises but counter many economists' views. The order places a 25% tariff on Mexican and Canadian imports and a 10% tariff on Chinese goods. While these actions fulfill his pledges, economists warn these measures could increase costs for consumers. Questions have sparked as to whether this will extend into the EU, having the largest trade deficit with the US. An EU spokesperson shared: “The EU would respond firmly to any trading partner that unfairly or arbitrarily imposes tariffs on EU goods.”?
- Europe stress testing banking resilience: The European Banking Authority (EBA) has initiated EU-wide stress tests to run through 2025, involving macroeconomic scenarios to assess European banks' resilience. The test's adverse scenario envisions heightened geopolitical tensions leading to significant trade disruptions and reduced consumer and business confidence, both in Europe and globally. This severe scenario aims to evaluate how the banking system would weather a major economic downturn. Results will be published in early August 2025.?
- AI industry shake up: The AI industry faced a significant disruption last month when Chinese startup DeepSeek released new AI models that reportedly match or exceed the performance of leading U.S. models while being much less expensive to develop. This development could potentially shift the balance of power in the global AI technology landscape. The announcement has led some to question the massive AI investments promised by U.S. tech companies and has impacted stock prices of major industry players, including Nvidia.?
- Customers are looking for strategic partnerships: As we race into 2025 and beyond, firms are reimagining their approach to strategic partnerships. The integration of specialized technology providers, consulting firms, and strategic data partners has emerged as a mission-critical initiative for both our buy-side and sell-side customers.?As data becomes increasingly central to business success, the ability to forge deep, multifaceted partnerships will allow teams to leverage expertise of market specialists whilst implementing agile internal processes. ?
- Getting ready for
InvestOps
USA next month? Join us in vibrant Orlando, Florida 10-12th March?where industry powerhouses
Jenn McMackin
,
Julian Trostinsky
, and
Neil Vernon
will dive deep into the cutting-edge world of buy-side data challenges. Following the success of 2024, we are showcasing our?insider insights from these thought leaders as they unpack the latest innovations and solutions transforming the investment landscape. Book a meeting now to secure your spot with one of the team: InvestOps USA 2025, March 10-12?
