Maps that Matter for Markets

MUFG

Tom Joyce

Research

85 Pages

MUFG’s report collects dozens of maps that chart the forces shaping the global economy, markets, policy and geopolitics.

Key Takeaways

Demographic drag: Global population over age 65 is projected to double to 1.6 billion by 2050, potentially trimming advanced economy growth 0.5 to 1 percentage point annually.
Taiwan concentration: Taiwan produces over 60% of advanced semiconductors and more than 90% of leading edge chips, leaving global supply exposed to geopolitical tensions.
Data center pushback: Twenty US states have introduced restrictions on data center construction, while municipalities across more than 30 states have enacted local moratoriums.
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