R&D Spending Gap (% of GDP, pp)

Best broad, cross-country measure of how much each bloc is reinvesting in future technological capability.

Key Insight

Europe now underinvests in R&D relative to the US by roughly 1.2–1.4 percentage points of GDP — the widest gap since the series began, and the single cleanest mechanical explanation for why the transatlantic productivity and output gap keeps compounding.

Generated by Claude on Apr 22, 2026
Exclude COVID

-1.2pp

Trend YoY growth is -0.0%, slowing by 0 bps/year over the last 26Y. Latest: +0.1%, 0.1 pp above trend, a 2.0σ deviation.

Level

YoY %

y = 0.0% 0 bps/yr · t

Deviation from trend

Forecast

Projected value by forecast vintage (pp)

Projected value (pp)

Forecast made in201620172018201920202021202220232024202520262027MAPE
2016-0.7-0.9-0.9-1.0-1.2-1.4-1.6-1.6-1.6-2.1-2.6-3.2419%
2017-0.7-0.8-0.9-1.0-1.2-1.3-1.4-1.3-1.4-1.5-1.696%
2018-0.8-0.9-1.0-1.2-1.3-1.4-1.3-1.4-1.6-1.8107%
2019-0.9-1.0-1.3-1.4-1.4-1.3-1.5-1.7-1.9130%
2020-1.1-1.4-1.5-1.6-1.5-1.9-2.3-2.7388%
2021-1.2-1.4-1.5-1.4-1.7-2.0-2.3458%
2022-1.3-1.3-1.2-1.3-1.3-1.4225%
2023-1.2-1.1-0.9-0.7-0.5
2024-1.1-0.9-0.7-0.5

YoY change forecast

Forecast made in201620172018201920202021202220232024202520262027MAPE
2016-0.1%-0.1%-0.2%-0.2%-0.3%-0.3%-0.3%-0.4%-0.4%-0.5%-0.5%-0.6%419%
2017+0.0%-0.1%-0.1%-0.1%-0.1%-0.1%-0.1%-0.1%-0.1%-0.1%-0.1%96%
2018-0.1%-0.1%-0.1%-0.1%-0.1%-0.1%-0.1%-0.1%-0.1%-0.2%107%
2019-0.1%-0.1%-0.1%-0.1%-0.1%-0.2%-0.2%-0.2%-0.2%130%
2020-0.2%-0.2%-0.2%-0.3%-0.3%-0.4%-0.4%-0.4%388%
2021-0.1%-0.2%-0.2%-0.2%-0.3%-0.3%-0.3%458%
2022+0.0%-0.1%-0.1%+0.0%+0.0%+0.0%225%
2023+0.1%+0.1%+0.2%+0.2%+0.3%
2024+0.1%+0.2%+0.2%+0.3%

Forecasts use ordinary least-squares linear regression fitted to the YoY change series over a rolling 5Y window. Each row shows a vintage — the forecast as it would have appeared at that point in time. Projected values apply the forecasted YoY change to the prior year's level, chaining forward where actuals are unavailable. MAPE measures forecast accuracy against realized values. These are mechanical trend extrapolations, not economic models.