Cross Industries Global Macroeconomic Risks and Opportunities Emerging from Trump 2.0, 2025-2028 Updated Research Available

Near-Term Shocks Amid US Policy Moves; Protracted Trade Wars Will Shave Off 1.5% of Global GDP Growth in 2028


RELEASE DATE
27-Feb-2025
REGION
North America
DELIVERABLE TYPE

RESEARCH CODE
PFSV-01-00-00-00
SKU
CI_2025_1320
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Global Macroeconomic Risks and Opportunities Emerging from Trump 2.0, 2025-2028
Published on: 27-Feb-2025 | SKU: CI_2025_1320

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Global trade and economic growth momentum will be a complex function of political, trade, and policy moves made under the second Trump administration in the United States. This Frost & Sullivan macroeconomic thought leadership lays down potential US policy scenarios (including tariffs, immigration, and foreign policy) to establish forecasts for 2025 and 2028 for the global economy and the economies of the United States, China, Mexico, and the euro area.

In the baseline, Frost & Sullivan expects the impact on global GDP to remain muted between 2025 and 2028 mainly due to buoyant growth in key Asian emerging markets. In the pessimistic scenario, protracted trade wars could shave off 1.5% from global GDP growth in 2028. At the national level, in 2028, the United States' real GDP growth could slow to 2.0% in the baseline scenario and a meager 0.5% in the pessimistic scenario.
US trade and immigration regulations might exacerbate recessionary conditions in the Canadian and Mexican economies in 2025. For instance, the Mexican economy is forecast to face a 0.4% contraction in 2025 in the baseline and a 0.5% contraction in the pessimistic case.

The analysis includes long-term implications of the second Trump administration on the global economy and on the automotive, semiconductor, and oil and gas industries. Decision-makers and executives can leverage this thought leadership to make informed business and expansion decisions in the near to medium term in an era of elevated geopolitical tensions and persistent trade wars.

Scope of Analysis

Why is it Increasingly Difficult to Grow?

The Strategic Imperative 8™

The Impact of the Top 3 Strategic Imperatives of Global Macroeconomic Risks and Opportunities Emerging from Trump 2.0, 2025–2028

Global Macroeconomic Risks and Opportunities Emerging from Trump 2.0, 2025–2028: Drivers and Restraints

Economic Metrics

Abbreviations

Executive Orders—Immigration-Focused

Executive Orders—Energy and Climate-Focused

Executive Orders—Corporate Tax-Focused Measures

Trump 2.0—Potential Policy Vision Scenarios

Trump 2.0 Policy Likelihood and Risk Impact Mapping

Key Macroeconomic Impact—Global

Key Macroeconomic Impact—United States

Key Macroeconomic Impact—China

Key Macroeconomic Impact—Mexico

Key Macroeconomic Impact—Euro Area

Trump 2.0 Long-Term Implications

Automotive

Oil and Gas

Semiconductors

Growth Opportunity 1: Automotive

Growth Opportunity 1: Automotive (continued)

Growth Opportunity 2: Energy (Oil and Gas, Green Energy, and Nuclear Energy)

Growth Opportunity 2: Energy (Oil and Gas, Green Energy, and Nuclear Energy) (continued)

Growth Opportunity 3: High-Tech Industries (AI and Semiconductors)

Growth Opportunity 3: High-Tech Industries (AI and Semiconductors) (continued)

Benefits and Impacts of Growth Opportunities

Next Steps

List of Exhibits

Legal Disclaimer

List of Figures
  • Economic Metrics, Global, 2024, 2025E, 2028F
  • Trump 2.0 Potential Policy Visioning Scenarios, Global, 2025–2028
  • Trump 2.0 Policy Likelihood and Risk Impact Mapping, 2025–2028
  • Real GDP Growth by Scenario, Global, 2024, 2025E, 2028F
  • Inflation Rate by Scenario, Global, 2024, 2025E, 2028F
  • Real GDP Growth by Scenario, United States, 2024, 2025E, 2028F
  • Inflation Rate by Scenario, United States, 2024, 2025E, 2028F
  • Real GDP Growth by Scenario, China, 2024, 2025E, 2028F
  • Inflation Rate by Scenario, China, 2024, 2025E, 2028F
  • Real GDP Growth by Scenario, Mexico, 2024, 2025E, 2028F
  • Inflation Rate by Scenario, Mexico, 2024, 2025E, 2028F
  • Real GDP Growth by Scenario, Euro Area, 2024, 2025E, 2028F
  • Inflation Rate by Scenario, Euro Area, 2024, 2025E, 2028F
  • Trump 2.0 Top 5 Potential Transformations, Global, 2025–2028
  • Trump 2.0 Automotive Industry Impact Analysis, US and Global, 2025–2026
  • Trump 2.0 Oil and Gas Industry Impact Analysis, US and Global, 2025–2026
  • Trump 2.0 Semiconductor Industry Impact Analysis, US and Global, 2025–2026

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Global trade and economic growth momentum will be a complex function of political, trade, and policy moves made under the second Trump administration in the United States. This Frost & Sullivan macroeconomic thought leadership lays down potential US policy scenarios (including tariffs, immigration, and foreign policy) to establish forecasts for 2025 and 2028 for the global economy and the economies of the United States, China, Mexico, and the euro area. In the baseline, Frost & Sullivan expects the impact on global GDP to remain muted between 2025 and 2028 mainly due to buoyant growth in key Asian emerging markets. In the pessimistic scenario, protracted trade wars could shave off 1.5% from global GDP growth in 2028. At the national level, in 2028, the United States' real GDP growth could slow to 2.0% in the baseline scenario and a meager 0.5% in the pessimistic scenario. US trade and immigration regulations might exacerbate recessionary conditions in the Canadian and Mexican economies in 2025. For instance, the Mexican economy is forecast to face a 0.4% contraction in 2025 in the baseline and a 0.5% contraction in the pessimistic case. The analysis includes long-term implications of the second Trump administration on the global economy and on the automotive, semiconductor, and oil and gas industries. Decision-makers and executives can leverage this thought leadership to make informed business and expansion decisions in the near to medium term in an era of elevated geopolitical tensions and persistent trade wars.
More Information
Author Nikita Talnikar
Industries Cross Industries
No Index No
Is Prebook No
Keyword 1 Trump 2.0 economic impact
Keyword 2 Economic forecast under Trump
Keyword 3 Global trade policy shifts
List of Charts and Figures Economic Metrics, Global, 2024, 2025E, 2028F~ Trump 2.0 Potential Policy Visioning Scenarios, Global, 2025–2028~ Trump 2.0 Policy Likelihood and Risk Impact Mapping, 2025–2028~ Real GDP Growth by Scenario, Global, 2024, 2025E, 2028F~ Inflation Rate by Scenario, Global, 2024, 2025E, 2028F~ Real GDP Growth by Scenario, United States, 2024, 2025E, 2028F~ Inflation Rate by Scenario, United States, 2024, 2025E, 2028F~ Real GDP Growth by Scenario, China, 2024, 2025E, 2028F~ Inflation Rate by Scenario, China, 2024, 2025E, 2028F~ Real GDP Growth by Scenario, Mexico, 2024, 2025E, 2028F~ Inflation Rate by Scenario, Mexico, 2024, 2025E, 2028F~ Real GDP Growth by Scenario, Euro Area, 2024, 2025E, 2028F~ Inflation Rate by Scenario, Euro Area, 2024, 2025E, 2028F~ Trump 2.0 Top 5 Potential Transformations, Global, 2025–2028~ Trump 2.0 Automotive Industry Impact Analysis, US and Global, 2025–2026~ Trump 2.0 Oil and Gas Industry Impact Analysis, US and Global, 2025–2026~ Trump 2.0 Semiconductor Industry Impact Analysis, US and Global, 2025–2026~
Podcast No
WIP Number PFSV-01-00-00-00

Global Macroeconomic Risks and Opportunities Emerging from Trump 2.0, 2025-2028

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CI_2025_1320