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"The Great Gap"... Why Is the US Economy Operating Outside the Mainstream?
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For many years, we talked about "advanced economies" as a single block moving in harmony.
But recent data from the "Financial Times" reveals a huge rift that has quietly widened, reshaping the map of global economic powers.
Look at the productivity chart (Productivity).
While Europe struggles to return to pre-crisis levels, the US economy continues to rise on a completely independent path.
The gap in "GDP per hour worked" is no longer just a margin of error but has become a clear structural trend since 2010, accelerating dramatically after 2020.
Why is this happening?
And why do 75% of economists expect America to expand its dominance in the coming years?
The secret lies in the "triangle of power" that America possesses and the old continent lacks:
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Leadership in Artificial Intelligence (AI):
Today’s technology is not just a sector; it is a "force multiplier" (Force Multiplier) for all other sectors.
America innovates and develops, while others are preoccupied with regulation and legislation.
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Financial Market Depth:
In America, bold ideas find immediate funding thanks to market liquidity and depth. In contrast, European companies suffer from financing complexities and a lack of risk-taking.
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Energy Advantage:
The low energy costs in the United States give its industrial and service sectors a ruthless competitive edge, compared to Europe, which still pays a hefty bill for energy security.
Forecasts for 2026 indicate US growth exceeding 2%, while the rest (Europe, UK, Japan) crawl around the 1% line or less.
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Investor takeaway:
Markets do not lie. The continuous flow of capital into US assets is not random; it is a response to these fundamental differences.
In the world of investing, betting on "efficiency," "innovation," and "flexibility" is always the closest bet to winning. Today, America is not competing with others... it is competing with itself.
In your opinion, can Europe or China close this gap soon?
Or has the train already left? Share your opinion in the comments.
Follow me to read behind the numbers.
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