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Spotlight: The future of global macro and markets leadership

Will the US remain the global economic outperformer?

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Will the US continue to dominate the global economy? Will China or Europe ever catch up? Is the US where investors will continue to find higher stock market returns?

Spotlight is our annual step back from the ebb and flow of macro to dive into those tectonic issues that will shape economies and markets in the coming years. This year’s analysis is all about whether the US will maintain its dominant position and you can read an exclusive version now.

Click below to 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. 

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Spotlight 2024

Will the US be overtaken?

Visit our dedicated "The future of global macro and markets leadership" page for the latest reports, podcasts, and events covering the future of the US outperformance.

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