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Spotlight 2024

Spotlight: The future of global macro and markets leadership

Will the US be overtaken?

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. 

During this exclusive 30-minute session, our senior economists answered questions from the audience as they discussed the key findings of their in-depth report, pinpointing the risks and opportunities in a global economy and financial market system where ongoing US supremacy is in question.

Global economy

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