Times of Uncertainty Demand Continuous and Reliable Predictability

Asset Type: Spotlight Paper

Client: Oracle

Significant volatility and uncertainty have been the hallmarks of 2025. Driving this disruption is a complex interplay of factors such as ongoing tensions between tariffs and nonmonetary trade barriers, persistent liquidity shortages in global markets, and the looming prospect of dedollarization. Consumer and business sentiments also do not match the realities of hard economic data, making it more difficult for finance executives to plan.

Financial Services

July 1, 2025