Global Scans · USA · Weekly Summary

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] The US will likely reach its largest high school graduating class in 2025 before entering a prolonged decline through 2041. Eastern Standard
• [New] Strong stablecoin issuance may increase US vulnerability to foreign monetary shocks. European Central Bank
• [New] AI is already influencing growth at an economy-wide level: Barron's estimates AI investment drove nearly 60% of U.S. GDP growth in Q4 2025, while PwC expects AI to account for up to 15 percentage points to global GDP through 2035. JD Supra
• [New] U.S. core inflation peaks at about 3.5% by mid-2026, and it gradually recedes to slightly under 2.5% by Q4 2027. Bennett Jones
• [New] Bank of America projects 90,000 humanoid robot shipments in 2026. Appventurez
• [New] Unresolved tensions and disputes between Canada and the United States are expected to continue weighing on trade throughout the year. BDC.ca
• [New] Concerns about US economic policy, including its high inflation, quantitative easing, and threat of widespread tariffs, have raised further questions about the dollar's stability. Wiley Online Library
• [New] With the US Federal Reserve now in a cutting cycle, we expect employment to pick up. UK | Intermediary
• [New] Nominal US GDP should run north of 5% in 2026 and 2027. UK | Intermediary
• [New] The US military is using the southern border as a testing ground for counter-drone technology as cartel surveillance flights increasingly threaten troops and federal law enforcement officials operating there, senior leaders said this week. Business Insider
• [New] Crude prices are under pressure amid signs that peace negotiations between the US and Iran are progressing, bolstering optimism that the Strait of Hormuz could soon reopen and replenish depleted global oil supplies. Barchart.com
• The 2026 FIFA World Cup is expected to draw millions of foreign and domestic visitors, and individuals visiting or residing near host cities may be vulnerable to sex or labour trafficking by perpetrators seeking to exploit the surge in economic activity. / USA FinCEN.gov
• The Pentagon recently placed the largest drone order in American history - 30,000 one-way attack drones, with plans to scale past 300,000 by early 2028. Yahoo Finance
• Iran has reportedly regained access to 30 of its 33 Strait of Hormuz missile sites, enough to threaten American warships and oil tankers. Democracy Now!
• Large U.S. banks are deploying workflow automation platforms integrated with AI for fraud detection, loan processing, and compliance reporting, significantly reducing processing time and operational risk. Persistence Market Research
• Organizations in the United States face the highest breach costs globally, at $9.44 million per incident, due to stringent regulatory penalties and class-action litigation risks. Ordr
• Unless productivity takes a sharp turn for the better, the U.S. economy will grow more slowly than expected, since economic growth is the sum of increases in working hours plus increases in output per hour worked. George W. Bush Presidential Center
• In the United States, as the number of working-age people per adult consumer falls more than 15% from 2020 to 2050, labour will become increasingly scarce, and employers will find themselves competing ferociously for talent. George W. Bush Presidential Center
• Annual rates of natural increase - births minus deaths - will turn negative starting in 2038, census demographers project. / USA George W. Bush Presidential Center
• The second megatrend facing the United States is that, following the year 2030, the population of Americans younger than 25 will start shrinking in absolute terms. George W. Bush Presidential Center

Last updated: 03 June 2026