Global Drop-In: Long Run Outlook – The global economic order post-Trump

Imagine a world after Donald Trump. The returned president’s rapidly unfolding policy agenda will have bearing on the US and global economies in the near-term. But could forces like shifting demographics and AI play a greater role in shaping long-term macro outcomes?

Our Long Run coverage is designed specifically for long-term investors and decision-makers to cut through the noise of the news cycles and immediate distractions to understand how the global economy will develop over years and decades, rather than months and quarters. In this special briefing, the co-authors of our annual Long Run Outlook will be highlighting key takeaways from the analysis and forecasts underpinning our newly published 2025 report. 

Join Chief Global Economist Jennifer McKeown and Senior Global Economist Ariane Curtis for this guide to the forces that will shape the global economy in the decades ahead. During this briefing, Jenny and Ariane will be answering your questions as they address key issues, including:

Whether Trump’s policies will fundamentally threaten the narrative of US economic exceptionalism; 

• If China’s economy will grow to overtake the US by mid-century;
• The extent to which fiscal burdens will affect the long-term performance of developed economies; 
• If India will meet its economic potential, or fail to overcome its challenges;
• Geopolitical conflict to global warming – risks to our long-term global macro forecasts.