Süleyman Yaşar

Short term (2 Years)

– Growing debt in both advanced and developing economies poses a risk in an environment with higher spending pressures and relatively high interest rates.

– Amid massive capital expenditure on artificial intelligence, the returns on ambitious projects are unclear and investor views can reverse quickly.

 – While inflationary pressures are relatively subdued for the immediate term, higher tariffs, debt monetization and other drivers could see a return of more widespread inflation concerns.