Global Scans · Decent Work and Growth · Weekly Summary

In September 2015, 193 world leaders agreed to 17 Global Goals for Sustainable Development. If these Goals are completed, it would mean an end to extreme poverty, inequality and climate change by 2030.
Goal 9: Build resilient infrastructure, promote inclusive and sustainable industrialization and foster innovation.

• [New] The US, Brazil, Guyana, and Canada are collectively responsible for the majority of global supply growth in 2025 and remain major contributors into 2026. aegis-hedging.com
• [New] Most economists predict steady wage growth through 2026, especially in states with rising living costs. A One Fire Safety
• [New] India's economy expanded at a sharper-than-expected clip of 8.2% in the July-September quarter, prompting analysts to raise their full-year growth estimates to above 7%. New India Abroad
• [New] Emerging markets such as India, the Philippines, East Africa, and parts of Latin America are moving from future potential to active growth pillars. TRADLINX Blogs
• [New] Growth in the euro area is likely to remain moderate at 1.1% in 2026 and 1.3% in 2027 as German fiscal support is partially offset by consolidation in France and Italy. Morgan Stanley
• [New] By end user, the biotechnology companies segment is expected to expand at a remarkable growth rate between 2026 and 2035. Precedence Research
• [New] Saudi says it can reduce its budget deficit to 3.3% of GDP in 2026 (IMF forecast is 3.7%) after a year of elevated spending and heavy bond issuance to fund large infrastructure projects, supported by expectations of stronger non-oil revenue growth and higher oil production. MUFG Research
• [New] Stronger Growth: Fed officials now see GDP growth in 2026 at a median 2.3%, a significant upward revision from 1.8% previously. Henrik Zeberg
• [New] Electric vehicle adoption curve projections indicate continued strong demand growth through 2026, though growth rates may moderate as early adopter markets approach saturation. Discovery Alert
• [New] Countries like India and Vietnam are particularly highlighted for their reforms and growth potential, and emerging markets offer a differentiated avenue to participate in AI growth. FinancialContent
• [New] The lasting impact of AI will be profound, driving unprecedented economic growth and productivity globally, redefining industries, and reshaping labor markets. FinancialContent
• [New] 2026 is shaping up to be another year of solid, though uneven, growth. Property Update
• [New] Challenges include high costs and access disparities, but U.S. STEM worker shortages (1.4M by 2030) create growth opportunities for aligned programs. Ainvest
• Two-thirds of global population growth by 2050 will take place in cities and will be concentrated in seven countries: India, Nigeria, Pakistan, Democratic Republic of Congo, Egypt, Bangladesh, and Ethiopia. The Joint Research Centre: EU Science Hub
• The Malaysian financial group expects the Thai government to launch consumer subsidies in the fourth quarter by using carried-over fiscal resources to lift household spending, resulting in GDP growth of 1.2% in the final quarter of 2025. https://www.bangkokpost.com
• Analysts increasingly expect the Bank of Thailand to cut the policy interest rate at its meeting next month after GDP growth fell to the weakest pace in four years in the third quarter amid weakening domestic demand, slower public investment and a tourism slump. https://www.bangkokpost.com
• Regulatory scrutiny and risks associated with geopolitical tensions in key markets, such as China, represent significant headwinds that could impact growth and valuation metrics. PandaForecast.com
• Tesla's Optimus robot initiative appears to be a significant long-term growth opportunity. PandaForecast.com
• Unlike Nvidia, whose valuation is firmly rooted in its AI leadership and sizeable recurring revenues, Tesla's stock appears to be pricing in speculative growth in areas not yet operationalized, introducing significant downside risk. PandaForecast.com
• A managed economic slowdown is ahead for China's economy, forecasting growth of 4.5% in 2025 and 4.1% in 2026. AXA IM Corporate

Last updated: 14 December 2025