Webinar

RANE's 2025 Annual Forecast Webinar

Join us as our analysts weigh in on how various scenarios may play out and the implications for individuals and businesses in the U.S. and abroad.

January 14, 2025

12pm EST | 5pm GMT

Virtual

The United States will announce (and in some cases implement) tariffs to pressure its trading partners into trade negotiations, triggering retaliatory threats against the United States and protectionist measures by other countries seeking to shield themselves from goods diverted from the U.S. market.
U.S. tariffs will spur further Chinese economic retaliation, fueling Western decoupling from China and gradually triggering more Chinese stimulus to preserve domestic stability.
Ceasefire negotiations between Russia and Ukraine are likely, but any deals to stop hostilities would be fragile while a long-lasting peace agreement to end the war will remain elusive because of disagreements over Western security guarantees for Ukraine.
Israel will engage in wars of attrition in Gaza and Lebanon, where ceasefires are unlikely to end the conflicts. Meanwhile, its progressive annexation of territories in the West Bank will likely result in a violent uprising.
Germany's general election will open the door to a more efficient government and a constitutional reform to increase public spending, while Poland's presidential election could streamline decision-making or, if the opposition wins, deepen policy disruptions.