Economic Analysis

Global economic insights help business leaders monitor risks, assess their significance, integrate them into the business strategy, and act to build resilience and support long-term value.


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Economic commentary

Consumer Price Index October 2024

13 Nov 2024

Near-term Consumer Price Index (CPI) bumpiness doesn’t detract from the fact that fundamentals remain disinflationary.

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2025 and beyond trade policy

19 Jul 2024

Tariffs are becoming an increasingly popular tool in US trade policy. Administrations of both parties have imposed tariffs for various policy reasons, including to bolster US domestic products and industries, and also for national security reason.

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Personal income and spending September 2024

31 Oct 2024

Consumer spending ended Q3 on a strong note as real consumer spending grew a robust 0.4% month over month (m/m) in September. 

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Consumer Price Index October 2024

13 Nov 2024

Near-term Consumer Price Index (CPI) bumpiness doesn’t detract from the fact that fundamentals remain disinflationary.

Read more

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FOMC meeting, November 6–7

07 Nov 2024

The Federal Open Market Committee (FOMC) voted unanimously to cut the federal funds rate by 25 basis points (bps) to 4.50%–4.75%.

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Retail Sales September 2024

17 Oct 2024

Retail sales beat expectations in September and posted a 0.4% monthly increase, capping a quarter of solid growth for consumer spending, which likely grew above 3% annualized in Q3 on a real basis. 

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Employment report October 2024

01 November 2024

The October jobs report showed a material weakening in job growth with the economy only adding 12,000 jobs amid disruptions from the ongoing strike at a major aircraft manufacturer and Hurricane Helene and Milton.

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How our economic analysis helps business leaders

We help CEOs factor economic data and expectations into their pricing strategy, supply chain decisions, talent considerations and a host of other strategic actions.



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Macroeconomic webcasts

Global economic outlook: Thriving in a new normal

On July 30, 2024, we explored current economic conditions and provided strategic insights into navigating complexities and uncertainties. 

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Global economic outlook: Aiming for an economic soft landing

In this webcast, panelists will discuss the outlook for the 2024 economy and how that is likely to shape business investment decisions.

Global economic outlook: risks, opportunities and commercial real estate

Our outlook US economic outlook has improved, but risks still remain, especially in commercial real estate. How can businesses navigate this landscape?

Economic impact of AI: the dawn of a new economic paradigm?

In this webcast, panelists will discuss the potential economic impact of generative artificial intelligence (GenAI) and present actionable insights.


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