Our Scans · (LF.8) Decent Work and Growth · Weekly Summary

• [New] The U.S. economy is likely to remain in growth mode in 2026, as it benefits from the stimulus in the One Big Beautiful Bill Act and continued easing from the Fed. Commonwealth Financial Network
• [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] The global AI education sector will surge from $7.05 billion in 2025 to an impressive $112.3 billion by 2034, expanding at a rapid annual growth rate of 36.02%. Bitget Exchange
• [New] Asia-Pacific leads growth at 46.12% CAGR; corporate e-learning to hit $44.6 B by 2028 with 57% efficiency boost. Bitget Exchange
• [New] Current projections put U.S. real GDP slightly above 2% in 2026 - not booming, but squarely in the Goldilocks band where growth is enough to support earnings without reigniting runaway inflation. investing.com
• [New] In Mexico, international arrivals just hit 16.5 million for the year, with growth across North America, Europe and Asia signaling big momentum heading into 2026. Smart Meetings
• [New] Looking beyond global numbers, the U.S. economy may slow notably in the first two quarters of 2026, but reaccelerate in the second half-helped by momentum in consumer and business spending, along with easier monetary and fiscal policy - to reach 1.8% real growth in GDP in 2026 and 2.0% in 2027. Morgan Stanley
• [New] UNCTAD projects global growth to slow to 2.6% in 2025 and 2026, down from 2.9% in 2024. amec Positive Industry
• [New] The business environment for 2026 will be characterized by more moderate growth, with Asia remaining a key driver. amec Positive Industry
• [New] An upside scenario would see the ECB hike rates on the back of resilient growth and rising price pressures in the second half of 2026. investing.com
• [New] We do not think German spending ambitions will bring stellar growth numbers, but we do think the risk of returning to secular stagnation has drastically reduced. investing.com
• [New] Whilst the front end of the swap curve remains relatively anchored as the ECB stays on hold, longer rates should still drift higher in 2026 on an improving growth outlook. investing.com
• [New] TrendForce forecasts global shipments of humanoid robots to exceed 50,000 units in 2026, marking over 700% year-over-year growth. Google Business
• [New] As markets anticipate rate cuts and sustained AI-driven earnings growth, QDVO's strategy aligns with a moderately bullish scenario for 2026. investing.com
• [New] Companies like Eli Lilly and Palantir, which have seen significant fair value increases due to AI applications in their respective fields, will need to demonstrate sustained fundamental growth to justify their valuations. FinancialContent
• [New] Companies like Microsoft and Alphabet that integrate AI into their products and services are expected to see continued growth. FinancialContent
• [New] On valuation, forward P/E at 22.4 x is elevated but not extreme given double-digit EPS growth to $306 in 2026 and $342 in 2027. investing.com
• [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
• 80% of organizations will shift from role-based to skills-based workforce planning by 2026, acknowledging that job descriptions no longer reflect how work actually gets done. ETHRWorld Contributor
• Cybersecurity will remain a growth area for decades, as seen by United States projections that indicate nearly 30% growth in cybersecurity jobs by 2033. The Manila Times
• Tesla's Optimus robot initiative appears to be a significant long-term growth opportunity. 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: 15 December 2025