Trend US equity grows into nearly half of the sampled world's corporate equity
Summary
MGI reports that the United States now accounts for nearly half of all corporate equity across the countries in its sample, far above its past share, following rapid equity price appreciation, which makes US equity uniquely consequential for global wealth.
Classification
Main topicMacroeconomy & Finance
Region menusGlobal
Impactscope:global
Time horizon4-10 years (2026-07-26)
Last updated2026-07-29 04:49:52
Evidence 1
- The global balance sheet 2026: Imbalance and divergence McKinsey Global Institute page=17;section=Is the balance sheet 'in balance?' / Equity 2026-07 accessed 2026-07-26
Observed signals 4
- SignalEquity to GDP climbed most in South Korea, the US, Canada, and Japan
- SignalJust over half of S&P 500 market-cap growth from 2021 to 2025 came from seven firms
- SignalMore than a third of US equity liabilities are owed abroad
- SignalUS, Canada, Japan, and South Korea hit all-time equity highs, the US at double its average
Part of issues 2
- IssueA US equity reset could be triggered by AI disappointment or geopolitical disruption1 trends · 4 signals
- IssueTobin's Q should converge to one, which the US ratio contradicts1 trends · 2 signals
Relation types: constitutes · supports
Public id: fm-72aeebd84009