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๐๐๐ ๐๐ฅ๐จ๐๐๐ฅ ๐๐๐๐ซ๐จ ๐๐ฎ๐ญ๐ฅ๐จ๐จ๐ค - ๐๐ง๐ข๐ญ๐๐ ๐๐ญ๐๐ญ๐๐ฌ
The US economy carried robust momentum into 2026, consistently beating growth expectations on the back of resilient personal consumption and private investment. However, the composition of this expansion remains highly uneven. Capital expenditure is acutely concentrated in technology and AI infrastructure.
This targeted capital deployment is yielding macro-level dividends, driving a sharp divergence in labor productivity that heavily favors AI-exposed sectors. Since the launch of OpenAI's ChatGPT in late 2022, average labor productivity in highly AI-exposed sectors has surged by 12.4%, compared to just 5.6% in low-exposure sectors.
๐ง๐ต๐ฒ ๐ฐ๐ฒ๐ป๐๐ฟ๐ฎ๐น ๐บ๐ฒ๐๐๐ฎ๐ด๐ฒ? US productivity growth is concentrated in AI-deploying sectors
Download the full report: isimarkets.com/publications/โฆ
Japan needs automation: survey data from the @Bank_of_Japan_e suggests companies are facing their worst #labor shortage since the early 1990s. Read more here: eu1.hubs.ly/H0zydn70
#Indonesia is becoming less popular with international investors amid warnings from @MSCI_Inc. Relegation to โstandaloneโ market status on governance concerns would force certain funds to sell. Read more here: eu1.hubs.ly/H0zydmy0
With #inflation high, the Iran war continuing and US consumers pessimistic, Donald Trump faces the Nov. 3 #midterms less popular than Joe Biden was at the same point in his presidency. Read more here: eu1.hubs.ly/H0zydmq0
#Mexico has emerged as a key assembly hub in the global AI boom, with tech exports outpacing the nationโs traditional automotive strength amid preferential access to the US market. Read more here: eu1.hubs.ly/H0zm5kP0
Europeโs purchasing managers seem to have turned more optimistic, but industrial output is lagging. The EUโs #energy cost burden could explain this discrepancy. Read more here: eu1.hubs.ly/H0zm5p70
๐๐๐ ๐๐ฅ๐จ๐๐๐ฅ ๐๐๐๐ซ๐จ ๐๐ฎ๐ญ๐ฅ๐จ๐จ๐ค - ๐4 2026
Persistent energy disruption, renewed monetary tightening, and accelerating AI investment are reshaping global growth.
๐ข Key takeaway: Growth remains resilient, but its drivers are diverging. Understanding where growth comes from, and what sustains it, will define the next phase of the macro cycle.
Download the full report: eu1.hubs.ly/H0zqmLd0
#MacroOutlook #Economics #GlobalMarkets #AI
Europeโs automotive trade relationship with #China has seen a remarkable reversal โ from surplus a decade ago to deficits. Thatโs the context for the recent deal to moderate Chinese exports. Read more here: eu1.hubs.ly/H0zm4N30
For #India, tracking high-frequency payment data provides insight into consumer strength when official statistics are delayed or lacking. Spending is ticking higher. Read more here: eu1.hubs.ly/H0zm4JP0
#China is avoiding the global long-bond rout. Instead of the fiscal and inflationary pressures driving US yields higher, China is struggling to revive borrowing despite cheaper credit. Explore our charts here: eu1.hubs.ly/H0z8MW60
Tourism in #Thailand has been weak since the pandemic, but alternative, high-frequency datasets suggest the key Chinese market was responsible for healthy traffic during Golden Week. Read more here: eu1.hubs.ly/H0z8K4w0
Daily payment-card data from @Facteus is showing that inflation-hit Americans appear to be cutting back spending โ especially when it comes to fast-food restaurants. Explore our charts here: eu1.hubs.ly/H0z8K4d0
As the Fed pivots to a hiking cycle, appetite for #LatAm debt and currencies is waning as the regionโs โcarry cushionโ fades. Explore the implications for #Brazil, Mexico and other nations here: eu1.hubs.ly/H0z8J6G0
๐๐ง๐ญ๐ซ๐จ๐๐ฎ๐๐ข๐ง๐ ๐๐ฌ๐ค๐๐๐ - ๐ ๐ง๐๐ญ๐ฎ๐ซ๐๐ฅ-๐ฅ๐๐ง๐ ๐ฎ๐๐ ๐ ๐๐๐ญ๐ ๐๐ข๐ฌ๐๐จ๐ฏ๐๐ซ๐ฒ ๐ฅ๐๐ฒ๐๐ซ - ๐ง๐จ๐ฐ ๐๐ฏ๐๐ข๐ฅ๐๐๐ฅ๐ ๐ข๐ง ๐๐๐๐.
CEIC holds 40M+ time series across 200+ countries and 4,000+ sources. AskISI unlocks all of it from a single question in your own words โ without navigating the data or knowing which filters to apply.
๐ See AskISI in CEIC: eu1.hubs.ly/H0z6p870
#CEIC #AskISI #EconomicData #DataDiscovery
#Vietnamโs exports show the success of an electronics-driven โconnector economyโ export model. But sustained trade surpluses hinge on the value local factories add to imported components. Read more here: eu1.hubs.ly/H0y-Nc-0
Inflation in the #eurozone has mostly been contained to energy amid a hawkish @ECB. Will that change as unions push for higher pay? Dig deeper with our newsletter: eu1.hubs.ly/H0y-N800
Europe is increasingly dependent on US #diesel, helping explain why G7 nations agreed to release strategic reserves in the face of Donald Trumpโs threatened export ban. Explore our charts here: eu1.hubs.ly/H0y-N3P0
Voters in #Brazil surprised markets as Flavio Bolsonaro performed better than expected against incumbent President Lula; the currency and stocks rallied. Read more about the tough challenge facing the nationโs next leader: eu1.hubs.ly/H0y-MVy0
