Global macro views analyze cross-asset economic trends including growth, inflation, currencies, rates, and policy.
Global economy needs 3% growth to double per capita incomes in a generation; only US achieving this. Europe stagnating (0.5-1.2%), China facing debt/demographic drag (800M population by 2100). PwC estimates AI adds $16T GDP by 2030 but concentrated in US. UK energy costs 40c/kWh vs US 12-16c vs China 8-9c strangling growth.