In this post-election analysis, Bain’s Macro Trends Group examines the financial markets' immediate reaction to the 2016 US presidential election, outlines scenarios that would have positive or negative economic effects in early 2017, and offers some key points to consider about the macro business environment.
The next big economic shift will reshape industries, social patterns and the global economy.
Karen Harris, managing director of Bain's Macro Trends Group, discusses the possible economic implications for Europe, Asia and the US.
Bain partner Karen Harris, discusses the worldwide political and economic forces that are pushing trade and manufacturing toward regional and local levels.
While the historic Brexit vote has no precedent, a few immediate consequences seem highly likely.
Bain Partner Karen Harris discusses why companies need to recognize the profound shift in spatial economics.
A Council on Foreign Relations panel discussion on China's economic policies and their impact on the national and global economy.
For the balance of the decade, markets are likely to grapple with an environment of capital superabundance.
Eight trillion-dollar macro trends are at work in the global economy, and their growth potential will touch many corners of the globe.
Big demand is coming on line, but the emerging market "middle class" will be poorer overall.
Urbanization in developing nations and obsolescence in developed nations will spur infrastructure spending.
A transient opportunity for defense contractors.
Increased demand for basic commodities.
Investments in workforce training will be required to lift skill levels in new markets and to remain competitive in developed ones.
Healthcare spending will continue to grow, but at slower rates.
For the affluent, the search for quality improvement rather than quantity will drive consumption trends.
The next platform breakthrough isn't here yet, but the seeds are beginning to sprout.
How to overcome the predictable crises of growth.
Build enduring businesses for a world of constant change.
How Net Promoter companies thrive in a customer-driven world.
Five steps to breakthrough performance in your organization.
A return to growth in turbulent times
How the best managers get outstanding results
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