Our Scans · (ZY.4.08) Economics · Weekly Summary

• [New] The United Nations Conference on Trade and Development (UNCTAD) projects global growth to decelerate to 2.6% in 2025 and 2026, down from 2.9% in 2024. FinancialContent
• [New] Global economic growth is expected to diverge, with China facing a slowdown, and global equity markets will likely see increased dispersion across various stocks, sectors, and countries. FinancialContent
• [New] Trade relations, especially between the U.S. and China, remain a critical influence, with the potential for new tariffs or restrictions on technology transfers. FinancialContent
• [New] Key economic indicators such as consumer spending, employment reports, and inflation metrics will be crucial in shaping Fed policy. FinancialContent
• [New] Geopolitical risk premiums embedded in current gold pricing reflect ongoing global uncertainty factors that institutional analysis suggests will persist through the forecast period. Discovery Alert
• [New] Macquarie's gold price projection of US$ 4,225/oz for calendar year 2026 represents an 8% premium above institutional consensus estimates. Discovery Alert
• [New] The U.S. Energy Information Administration forecasts a sustained crude price decline to $55 per barrel for Brent in 2026 due to global inventory builds and U.S. production reaching 13.6 million barrels per day, outpacing demand growth. GeopoliticsUnplugged Substack
• [New] Energy demand will increase by almost 70% by 2060, a 1.5% compound annual growth rate. DNV
• [New] Driven by GDP increase, final energy demand will grow 20% by 2060. DNV
• [New] Support might be directed toward Myanmar's democratic forces, including the National Unity Government, ethnic political organizations, and exiled civil society groups. https://www.asianconfluence.org/
• [New] Low-emissions technologies are expected to account for almost 90% of investment in electricity into the future and that for every dollar invested in fossil fuels, about $1.7 are now going into clean energy sources such as solar power. PubMed Central (PMC)
• [New] The International Energy Agency warns of a potential 30% copper supply deficit by 2035, driven by surging demand from electrification, AI, and clean energy transitions outpacing constrained mining output amid declining ore grades and lengthy project timelines. GeopoliticsUnplugged Substack
• [New] As economic stability gradually returns, investors who adjust to the new post-inflation dynamics through diversification, long-term thinking, and technological knowledge will be best positioned to seize the opportunities shaping the next decade of global growth. Magnav Magazine
• [New] By 2025, renewable energy, green technologies, and climate-resilient infrastructure will attract large amounts of investment. Magnav Magazine
• Mexico's GDP is seen growing by 0.6%, an upward revision of 0.3 percentage points versus the estimate presented in the Economic Survey, reflecting a more favorable result in terms of international trade and a better-than-anticipated performance by the United States economy. Economic Commission for Latin America and the Caribbean
• Islamic finance assets reached US$ 5.98 trillion in 2024, a 21% year-on-year increase, and are projected to rise to US$ 9.7 trillion by 2029. TradingView
• Economic growth in the United States and Canada will outpace Mexico's GDP expansion in 2025 and 2026. Mexico News Daily
• In the December Economic Outlook report published on Tuesday, the OECD included a forecast that the Mexican economy will grow 1.7% in 2027. Mexico News Daily
• The Organization for Economic Co-operation and Development (OECD) has cut its 2025 and 2026 growth forecasts for the Mexican economy. Mexico News Daily
• Global economic growth will slow to 2.6% in 2025, down from 2.9% in 2024, as global trade and investment face growing pressure from financial volatility and geopolitical uncertainty. UN News
• The OECD forecasts a global economic slowdown in 2026, with tariffs outweighing AI benefits, though BofA Global Research projects stronger-than-expected US GDP growth for 2026. The Chronicle-Journal
• As the world continues to grapple with environmental challenges, the potential for AI to drive sustainable development becomes increasingly evident. Ryz Labs

Last updated: 12 December 2025