Global markets see AI-driven investment and rate cuts, while economies muddle through early 2026 with resilient but uneven growth, tariff uncertainty, and sectoral divergence.
1
Global Economy Growth Forecast Revised
UNCTAD projects world GDP growth at 2.6% for 2025 and 2026, down from 2.9% in 2024, reflecting a slowing global expansion .
2
OECD Raises U.S. Growth Forecast
Despite ongoing trade tensions, the OECD expects global growth of 3.2% in 2025, with a raised forecast for the U.S. economy .
3
U.S. and California Economies to Muddle Through Early 2026
The UCLA Anderson Forecast predicts both economies will soften through early 2026 before rebounding, with AI investment and policy uncertainty shaping the outlook , .
4
AI Investment Surge Boosts U.S. Economy
Projected AI-related investment in the U.S. has surpassed $405 billion in 2025, with further increases expected in 2026, driving growth despite sectoral weakness .
5
Interest Rates Stabilize Near 4.0%–4.4%
Long-term rates are expected to remain stable, with structural pressures preventing a return to pre-pandemic lows, according to the UCLA Anderson Forecast .
6
U.S. Commercial Real Estate Prices Rise
U.S. commercial real estate prices climbed in October, extending gains as the Federal Reserve cuts rates, lowering borrowing costs .
7
Germany's Commercial Investment Market on Track for Growth
German commercial property investment is projected to grow from €22.4 billion in 2024 to €30 billion in 2026, supported by stabilized rates and institutional fundraising .
8
Global Credit Outlook Resilient but Uneven
S&P forecasts stable global expansion of 3.2% in 2026, with divergent sector and regional performance and contained defaults .
9
Stock Market Trading at Discount to Fair Value
The U.S. stock market trades at a 3% discount to composite valuations, with value and small-cap stocks outperforming and remaining undervalued .
10
Japan's Hotel Industry Thrives with Strong Demand
Japan's hotel sector benefits from strong international demand and inexpensive debt, attracting both onshore and offshore investors .