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Spotlight 2024: US outperformance and the future of macro and markets leadership

The global economy has been marked by the outperformance of the US economy and its financial markets. But past performance is no guarantee of future results.

Will the structural, financial and political forces which have driven the success of the US economy and its markets continue to do so? Could China outcompete to become the world’s biggest economy? Which equities markets could offer greater returns than the US?

During this special session, our senior economists will be answering your questions as they walk you through the key findings of their in-depth  Spotlight report, pinpointing the risks and opportunities in a global economy and financial market system where ongoing US supremacy is in question.

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