Signal The 2025 global picture was driven by the United States and China
Summary
MGI states that although many studied economies saw wealth and balance sheet swings, the global picture was largely set by the two biggest: higher US equity values and China's accumulation of public and private debt brought near-term economic benefits while leaving both economies more exposed to corrections.
Classification
Main topicMacroeconomy & Finance
Region menusGlobal
Occurrencescope:country · geo_region:east_asia · geo_region:north_america · country:CN · country:US
Impactscope:global
Time horizon0-3 years (2026-07-26)
Last updated2026-07-29 04:49:53
Evidence 1
- The global balance sheet 2026: Imbalance and divergence McKinsey Global Institute page=5;section=Introduction 2026-07 accessed 2026-07-26
Part of trends 1
Directly linked issues 0
No objects.
Relation types: supports
Public id: fm-bfdb5d06ac35