Brands with diversified global footprints are expected to outperform peers. Now, as JPMorgan chief executive Jamie Dimon issues a stark warning , U.S. president Donald Trump has floated the idea of a $2,000 Covid stimulus check-style tariff dividend that could trigger a bitcoin price, crypto and stock market surge— and also drive further fears of U.S. dollar collapse . Easing regulatory constraints and the possibility of new corporate tax incentives expected of the new U.S. administration could further enhance earnings—and encourage companies to make more strategic acquisitions, the lifeblood of private equity. If the Fed continues to ease rates, the availability of lower-cost leverage should enable firms to structure deals more efficiently. As the year progresses, we expect to see transactions tick higher and exit volumes rise. Blockchain technology "investing ideas" expanded beyond crypto, with enterprise adoption in supply chain management gaining traction. Equity strategists see potential for 15–20% upside in firms delivering scalable blockchain solutions by