Global Scans · USA · Weekly Summary

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WHAT'S NEXT?: Donald Trump's surprise win in the Presidential election mean the world and America can expect prolonged uncertainty as new domestic policies are put in place, different international relationships formed and attitudes change towards current friends and rivals.

• [New] We anticipate both the European Central Bank and Bank of England to hold rates steady for the remainder of 2025 but believe that risks skew towards both cutting early next year if inflation undershoots expectations. / USA Goldman Sachs Asset Management
• [New] Should FERC's three-year forecast materialize, by early fall 2028, utility-scale solar would account for 17.1% of installed U.S. generating capacity, more than any other source besides natural gas (40.0%). Electrek
• [New] The U.S. economy will grow between 2% and 3% in 2025 given current earnings growth estimates of U.S. companies. Advisorpedia
• [New] If growth in the U.S. economy sputters next year and inflation remains stubbornly elevated, then we could face a difficult condition called stagflation. Advisorpedia
• [New] Investors looking forward to 2025 are trying to discern if U.S. equity markets will continue to lead the world in performance, or if a mean reversion trade would make better sense. Advisorpedia
• [New] While USDT maintains advantages for active international crypto traders through greater liquidity and lower trading costs, U.S. investors are now benefitting from USDC's regulatory safety, transparency, yield potential and payment utility. Best Coins to Watch in November 2025 - Crypto.com US
• [New] Science Envoy, Artificial Intelligence at the U.S. Department of State: Gen AI will hit an adoption speedbump as companies struggle to overcome consumer privacy concerns. / USA Evident Insights
• [New] Investors betting on U.S. rate cuts toward 3% in 2026 could be wrongfooted if sticky inflation and tariff-related price hikes force the Fed to hold firm. CNBC
• [New] The Fed maintains hawkish rhetoric and does not plan near-term policy easing. / USA RoboForex
• [New] Electricity demand in the U.S. is projected to grow 2.5% annually through 2035, driven largely by the rapid expansion of data centers. Forbes
• [New] One of the reasons that companies are concerned about the EPA abandoning the greenhouse gas endangerment finding is that national corporations are worried that an absence of national greenhouse gas rules will lead to an unpredictable array of state and local standards. / USA Columbia SPS
• [New] Meta plans to pour $600 billion into U.S. infrastructure by 2028, with $30 billion already spent in the first half of 2025 alone. TrendScoopGlobal
• [New] Microsoft now holds 27% equity, keeps its IP access through 2032, and OpenAI has committed an additional US$ 250 billion in Azure spend over time. Sophic Capital
• [New] With the U.S. economy still expanding and expectations of interest rate cuts early 2026, smaller firms could see renewed investor attention. Economic Times
• North America is projected to maintain its dominance due to high cybersecurity spending. openpr
• Contractors that produce nuclear propulsion systems for the US Navy could produce a compact pressurized water reactor within an acceptable timeframe. DebateUS

Last updated: 05 November 2025