United States Macroeconomic Growth Opportunities, 2024 2030

Scope of Analysis

Economic Metrics

Growth Drivers

Growth Restraints

Forecast Assumptions

The United States Economy in 2030—Impact Areas

Key Policy Themes

Impact on Key Regions

Impact on Key Industries

Policy Environment and Impact

IIJA, IRA, and the CHIPS and Science Act—Sectoral Focus and Target

Medium-term Policy Imperative

Private Consumption Growth Outlook

Private Spending by Category

Income Polarization

Private Savings Trajectory

Age Breakdown and Outlook

Spending Preferences by Age Group

Immigration Outlook

Labor Outlook

Labor Productivity Outlook

Megatrends Impacting the Labor Market Outlook

Megatrends Impacting the Labor Market Outlook (continued)

Occupational Shifts

STEM Education Outlook

GDP Outlook

Inflation and Monetary Policy Outlook

Trade Overview

Trade Outlook

Investment Outlook

Critical Minerals Mining and Electric Vehicles

Semiconductors and Solar Energy

Infrastructure and Defense

Growth Opportunity 1—Semiconductors

Growth Opportunity 1—Semiconductors (continued)

Growth Opportunity 2—Electric Vehicles

Growth Opportunity 2—Electric Vehicles (continued)

Growth Opportunity 3—Cybersecurity

Growth Opportunity 3—Cybersecurity (continued)

Growth Opportunity 4—Green Hydrogen

Growth Opportunity 4—Green Hydrogen (continued)

Growth Opportunity 5—Robotics

Growth Opportunity 5—Robotics (continued)

List of Exhibits

List of Exhibits (continued)

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