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FT writers’ predictions for the new year, from the likelihood of higher Trump tariffs to the future of interest rates and the arrival of humanoid helpers
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Bullish forecasts come despite recent investor jitters over tech spending and potential bubble in AI sector

Forecasts dwelled too much on Donald Trump’s threats and not enough on offsetting factors

Despite the tariff shock, inflation is modest, stocks are up, and unemployment is low. Some experts insist it is too soon to tell

Pre-emptive interpretation of a leader’s wishes can be dangerous and reveals a vacuum where direction should be

Trump’s tariff war brings with it unpredictability and a consequent loss of confidence

Where power, profits and pressure points are likely to lie across five key sectors