Mexico's economy has been stuck in a growth trap for years, with no signs of a recovery despite its advantageous position near the US and strong export ties. The stagnation is largely due to structural issues, including unequal distribution of gains and a currency that is too strong, which hampers manufacturing growth. Addressing these problems requires deep reforms and more inclusive economic policies.
India has surpassed Japan to become the world's fourth-largest economy, with projections to overtake Germany as the third-largest within three years, driven by strong domestic demand, export growth, and ongoing reforms, despite challenges like income disparity and currency pressures.
The U.S. labor market is experiencing its weakest growth since 2011, with job creation stalling despite strong GDP figures, driven by increased productivity and AI, leading to concerns about 'jobless growth' and a challenging environment for job seekers, especially younger generations, in the coming years.
Mexico has experienced a prolonged growth stagnation over the past five years, with recent investment booms failing to boost broader economic activity, primarily due to weak private consumption and structural issues that prevent the benefits of globalization from reaching the wider population.
The US economy in 2025 shows a complex picture with strong GDP growth and job market struggles, high inflation, and Federal Reserve rate adjustments, challenging the narrative of a booming economy.
Economist David Rosenberg dismisses the US Q3 GDP report's 4.3% growth as misleading, arguing that true growth is only about 0.8% after adjusting for government spending, imports, and savings decline, indicating underlying economic weakness amid debate over inflation and Federal Reserve policies.
The article questions the reliability of recent U.S. economic statistics, highlighting how government shutdowns and data collection issues distort the true economic experience, especially for middle- and lower-income Americans, despite positive headlines about inflation and GDP growth. It emphasizes that these figures often benefit the wealthy and do not reflect the struggles of most Americans, warning against partisan interpretations and stressing the need for cautious analysis.
Stocks rose with the S&P 500 nearing a record high, driven by AI-related companies like Alphabet and Nvidia. Reddit was named a top 2026 stock pick by Needham, citing its AI revenue potential. Economic data showed strong Q3 GDP growth, while consumer confidence declined. Notable moves included First Solar's drop after a breakout and Novo Nordisk's surge on FDA approval for a weight-loss pill.
The US GDP grew by 4.3% in Q3 2025, driven by increased consumer spending, exports, and government expenditure, despite a decline in investment; corporate profits also rose significantly, reflecting overall economic expansion amid a government shutdown impact.
The article discusses the decoupling of GDP growth from employment in the US economy, driven by AI and automation, which poses political and social challenges for Trump's administration, despite solid GDP figures. It highlights concerns about labor displacement, the impact on consumer confidence, and potential policy responses to AI-related disruptions.
Australia's third-quarter GDP grew 2.1% year-on-year, its fastest in about two years, driven by strong domestic investment and consumption, despite missing analyst expectations slightly. However, net trade was a drag, and inflation remains above target, prompting the Reserve Bank of Australia to consider maintaining or increasing interest rates to curb inflationary pressures.
The US government may soon reopen, leading to the release of delayed economic data including jobs reports and inflation figures, but some reports, especially for October and November, might be incomplete or delayed due to staffing issues during the shutdown, potentially impacting the Federal Reserve's upcoming policy decisions.
U.S. fourth-quarter GDP could turn negative if the federal government shutdown continues, with travel disruptions during Thanksgiving potentially impacting economic growth, according to White House economic adviser Kevin Hassett.
China is shifting its economic focus from investment and exports to boosting domestic consumption over the next five years, aiming to increase consumption's share in GDP and address structural imbalances, though results may take time due to existing challenges like low consumer confidence and a property crisis.
Russia's central bank has cut its key interest rate and lowered its 2025 economic growth forecast due to high inflation, Western sanctions, and ongoing geopolitical tensions, particularly affecting the oil and gas sector which is vital to the economy.
