Spotlight: The future of global macro and markets leadership
Will the US be overtaken?
June 2024
Will the US remain the global economic outperformer? Will China or Europe ever catch up? Will US equities continue to provide higher returns?
Our annual Spotlight project provides a unique, cohesive and coherent framework for understanding whether the drivers of US economic growth and financial markets outperformance will sustain or whether competitors like China and the euro-zone will catch up. Explore the insight and data below.
Get your sample copy of the report "The drivers of US macro and markets leadership"
Find out what’s been driving US economic and markets dominance since long before the pandemic and to learn what lies ahead for the global economy.
Watch on demand our exclusive online drop-in
US outperformance and the future of macro and markets leadership
Watch a recording of our online event to hear our team discussing the key findings of our in-depth report, pinpointing the risks and opportunities in a global economy and financial market system where ongoing US supremacy is in question.
Chief Global Economist Jennifer McKeown introduces this year’s Spotlight project on the sustainability of US economic growth and financial markets outperformance and who will lead the global economy through mid-century.
Listen to this special podcast episode where our senior economists spoke about the drivers of US outperformance, the potential challenges to its dominance, and what happens to relative returns when the US stock market bubble bursts.
