Latest Industry Trends News
Markets Show Resilience with Narrower Leadership in 2025
Markets remained resilient in 2025, but investor selectivity increased, focusing on execution and earnings durability. Economic growth slowed without stalling, supported by a rebalancing labor market and disciplined consumer spending. Sectors like industrials, financials, and health care are expected to drive earnings growth into 2026.
AI Demand Positions Data Centers as Top Infrastructure Asset
By Q3 2025, surging AI demand made data centers the dominant digital infrastructure in project finance, with Oracle nearing $38bn funding for US AI data centers. Trends emphasize energy supply, environmental impact, and delivery complexity for 2026. AI is reshaping infrastructure financing globally.
US Maintains Dominance in Infrastructure and Energy Projects
The US remains the epicenter for major infrastructure and energy projects, attracting global capital despite protectionism and regulations. The global project finance market is growing, with the US taking a larger share. This trend is set to continue into 2026.
Supply Chain Resilience Remains a Key Concern Amid Disruptions
Geopolitical stress and disruptions keep supply chain resilience critical, driving deal scrutiny and new strategies. Industry resilience is evident with 50% reporting stable pricing over the past year. Certainty remains elusive for global operations.
Asia-North America Air Freight Volumes Continue to Contract
Asia-North America air freight volumes contracted, underscoring the need for flexible routing and diversification. This reflects broader logistics challenges in December 2025. Global air cargo markets show regional variations.
Ocean Freight Faces Disruptions from New Vessels and Overcapacity
New vessel deliveries and overcapacity are set to disrupt ocean freight networks, increasing vessel idling and route adjustments. This pressures rates and reliability in global trade. Logistics providers anticipate ongoing volatility.
Trucking Industry Stresses with Carrier Exits and Bankruptcies
The trucking sector experiences prolonged stress, with more carrier exits and bankruptcies. Ground freight markets remain challenged amid capacity adjustments. This impacts overall supply chain efficiency.
Small Business Owners Raise Prices at Highest Rate Since 2023
Net percentage of owners raising prices hit 34%, the largest monthly jump ever and highest since March 2023. Labor quality tops problems, ahead of inflation, with 64% affected by supply chain disruptions. Uncertainty Index rose to 91.
US Manufacturing Contracts for Ninth Straight Month
ISM Manufacturing PMI fell to 48.2% in November, contracting for the ninth month after brief expansion. This signals ongoing weakness in the sector despite broader economic resilience. Supply executives note persistent challenges.
Global Light Vehicle Sales Hold Strong at 95 Million Units
Global light vehicle selling rate stays at 95 million units annually, with YTD sales up 4% at 83.6 million despite a 2% YoY dip. Automotive markets remain robust overall. Projections indicate stability.
US Consumer Confidence Hits Low Amid Recession Fears
Consumer confidence declined for fifth month, with weak six-month expectations signaling recession risk. Q3 GDP grew 4.3% on strong services spending, but data disruptions may affect revisions. Fed policy implications loom.
RV Shipments Projected to Grow into 2026
RV wholesale shipments to reach 337,000 units by year-end 2025, growing to mid-300,000s in 2026 per ITR Economics. This follows industry recovery efforts. Powersports and automotive sectors adapt.