Lead briefing
According to EY-Parthenon's mid-2026 outlook, global GDP growth will slow from 3.4% in 2025 to 2.9% in 2026. This slowdown is not a cyclical recession but rather the result of the normalization of supply shocks. North American businesses need to rethink their growth logic: AI investment and supply chain regionalization have become the new main themes, and while the resilience of the U.S. economy masks structural vulnerabilities, Mexico faces both opportunities and challenges. Companies should shift toward scenario planning and internalize resilience as a strategic imperative.
Lead briefing
Latest business north america coverage from North America Biz.
The Mexican lubricant market is expected to reach $4.437 billion by 2030, with a CAGR of 2.66%. This article analyzes the deep logic behind this steady growth from the perspectives of North American supply chain restructuring, automotive industry transformation, and capital flows, as well as who will benefit and who will face pressure.
This analysis, based on ORF's latest report, explores how environmental standards have evolved from a marginal issue into a core point of contention in global trade, revealing the policy dilemmas faced by Global South countries such as India in the rise of their manufacturing sectors, as well as the far-reaching implications for multinational enterprises and supply chains.
Under the pressure of US tariffs, Canada's interprovincial trade barriers have become a key obstacle to economic resilience. This article analyzes the business logic of opening the internal market, its beneficiaries and obstacles, and looks ahead to its impact on the competitive landscape of North America.
The United States, Canada, and Mexico contribute $60 billion annually in agricultural trade, but market access risks persist under the USMCA annual review mechanism. This article analyzes the strategic options for the future of North American agriculture from the perspectives of industrial integration, global bloc competition, and investment.
Canada's internal trade reform legislation scores highly, but nearly 70% of small businesses have not felt improvements. Barriers in the agricultural sector are particularly prominent, and the dividends of reform have yet to materialize.
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Global economic growth is shifting from broad-based recovery to structural divergence. According to the EY-Parthenon report, supply shocks, trade fragmentation, and AI investment are intertwined, presenting North American companies with new strategic choices. Based on the latest outlook, this article analyzes regional divergence, capital flows, and corporate responses, pointing out that only by embedding resilience into strategic DNA can companies take the initiative amid uncertainty.
In the new era dominated by supply chain security and industrial policy, USMCA is evolving from a traditional free trade agreement into a core tool for North American economic security. This article analyzes the impact of this transformation on regional competitiveness, business layout, and cross-border investment.
The generative AI market size is projected to reach $1.26 trillion by 2034, with North America leading at a 48.7% share. Enterprise adoption is shifting from experimental deployments to mission-critical applications, with industry-specific customized models and small models advancing in parallel. This article interprets the logic behind the market explosion from a strategic and investment perspective.
An in-depth analysis of structural changes in the North American automotive seating market and the strategies of leading companies, revealing investment opportunities under the trends of nearshoring and smart cockpits.
Human capital digitalization enters a new phase: the global HR technology market is expected to reach $95.95 billion by 2034, with North America dominating at a 45.9% share. This article analyzes the structural drivers of market growth, the rise of the talent management battlefield, and the reshaping of the landscape driven by AI.
The Mexican lubricant market is expected to reach $4.437 billion by 2030, with a CAGR of 2.66%. This article analyzes the deep logic behind this steady growth from the perspectives of North American supply chain restructuring, automotive industry transformation, and capital flows, as well as who will benefit and who will face pressure.
This analysis, based on ORF's latest report, explores how environmental standards have evolved from a marginal issue into a core point of contention in global trade, revealing the policy dilemmas faced by Global South countries such as India in the rise of their manufacturing sectors, as well as the far-reaching implications for multinational enterprises and supply chains.
Why should companies' global expansion not focus only on GDP growth? This article constructs a framework for identifying high-growth regions from an industry analysis perspective, helping companies find true opportunities in complex markets.
From nearshoring to regional integration, the USMCA is forging North America into an independent pole of the global supply chain.
Morgan Stanley's 2026 AI Market Trends Report shows that global AI investment continues to surge, but the balance between risk and reward is becoming a new focus. This article analyzes the underlying logic behind the AI construction boom from the perspectives of capital flows, industry competition, and regional economies.