Please see the updates for Business Outlook; Global Economy, Electronics Industry, Automotive Industry, and Solar Industry for May 11, 2026. Please refer to the individual files for a detailed overview of each segment. Weekly Global Industry & Market Update – Q1 2026 Global Economy Global markets continued to stabilize in Q1 2026, but beneath the …
The Macro Setup — A Stark Regional Divergence The world economy is no longer moving in one direction, and our planning models need to catch up. The United States regained speed in Q1 with annualized GDP growth of 2.0%, almost entirely powered by AI-infrastructure investment and a rebound in government spending after the year-end shutdown. …
See updates for Business Outlook: Global Economy, Electronics Industry, Automotive Industry, and Solar Industry for May 4, 2026. Weekly Update: Fragile Growth, AI-Driven Imbalances, EV Fragmentation, and the Rise of Electricity The global economy in 2026 is holding steady but remains fragile. Growth is projected around 3%, supported by strong investment in AI, infrastructure, and …
