Weekly Thread for January 3, 2025
I publish a short thread of stories and data points I find interesting.
We’ve identified the next big arenas of competition that will drive economic growth in the new era. These 18 arenas could reshape the global economy, generating $29 trillion to $48 trillion in revenues by 2040. https://t.co/BZmvXKAiVz pic.twitter.com/siJ6hyC6dP
— McKinsey Global Institute (@McKinsey_MGI) January 2, 2025
JPMORGAN: “.. What I find notable .. is how the Biden and Harris teams were not able to convert the following into more substantial gains at the polls:
— Carl Quintanilla (@carlquintanilla) November 7, 2024
• Close to an all-time high in the labor force participation rate
• A surge in reshoring activity of US manufacturing jobs… pic.twitter.com/75FWtBdwqk
Industrial policy is increasingly about national security. Terms like 'de-risking' and 'supply chain resilience' have become commonplace.
— Jostein Hauge (@haugejostein) October 10, 2024
This has global economic ramifications: we are now firmly in an era of trade wars and zero-sum games. pic.twitter.com/ajIFlBapu6
https://t.co/y52LMyJ78K pic.twitter.com/jCSDlloxbX
— Aaron Levie (@levie) December 30, 2024
"AI adoption rates remain low, suggesting impacts on overall labor productivity years off" - Goldman pic.twitter.com/v6HQ5Adeo7
— zerohedge (@zerohedge) December 31, 2024
Europe's deindustrialization in a chart: The significant increase in industrial production in Germany in Feb cannot hide the fact that level of industral output is still at pre-financial crisis level of 2007. In countries such as France & Italy, industrial output is even weaker.. pic.twitter.com/ZBf9p0wRAB
— Holger Zschaepitz (@Schuldensuehner) April 6, 2023