Global CEOs are long US & India

Happy Wednesday Brex Community,

PwC just published a new survey from 4,000+ global CEOs. There are some interesting insights regarding AI & macro perspectives, it’s worth a full read. This graph below stood out to me for a few reasons.

One, US was #1 by a very large margin on where global CEOs plan to invest in 2026. US was nearly 3x more than the second country, Germany. Another point that stood out was the delta for the US from 2025 to 2026: global CEOs are increasingly bullish on the USA opportunity now vs. a year ago. India is trending very well too. They nearly doubled in terms of % over the past year with strong tail winds. I'd anticipate they move into the #2 position next year and give US a run. Lastly, of the top 10 countries, only one country had less interest from 2025 to 2026, which was UK.

Have a wonderful rest of the week.

Shai Goldman

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