Morgan Stanley recently presented their report on "Economy and Internet Trends" at the Web 2.0 conference. Lots of data included here with much of it financial in nature but starting with slide 29 the presentation gives an interesting outlook that is worth browsing.
Much of the content focuses on the mobile market with some truly amazing growth expected over the next five years. For instance, according to Cisco global mobile IP traffic is likely to grow by 66x in the next four years. Two other topics that gets plenty of focus are the effects of social media on behavior and the growth happening in Japan.