The Doomsday Scenario for 2025

The Doomsday Scenario for 2025

Update: 2024-12-12
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Bullish consensus spells trouble? Any Bears left? And Freya tries out her Scottish accent



Dario Perkins, MD Global Macro, and Freya Beamish, Chief Economist debate the top three client questions:


1.   2025 outlook consensus: Why do they all agree?


2.   Where have all the bears gone?


3.   What's the most bearish take on 2025 and why don't you agree?



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The Doomsday Scenario for 2025

The Doomsday Scenario for 2025

TS Lombard