OECD Economic Outlook

The OECD raised its 2025 global growth forecast to 3.2% (up from 2.9% in June) and lifted the U.S. 2025 projection to 2.0% (from 1.6%), while warning that heavy AI-driven investment could create a bubble that poses a key downside risk to the U.S. economy. The report sees growth slowing to 2.9% in 2026, projects regional rates such as China 5.0%, India 6.7% and the euro area 1.3%, and says economies have been resilient despite tariffs — though higher levies could push up prices and damp consumption and investment after firms front‑loaded imports.