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

Government shutdown December 2024

20 Dec 2024

There is a pressing obligation for Congress to pass legislation to fund the government before funding runs out at midnight December 20. A government shutdown could leave a visible mark on the economy.

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The economic impact of the US elections: your questions answered

19 Nov 2024

Major economic impacts of potential policy changes following Trump’s re-election would affect the US and global outlook in 2025 and beyond.

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Personal income and spending November 2024

20 Dec 2024

Consumers spent at a healthy clip at the start of the holiday season, but they exercised caution in the face of elevated prices.

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Consumer Price Index November 2024

11 Dec 2024

Headline Consumer Price Index rose 0.3% month over month in November, as expected, with energy prices up a modest 0.2% and food prices up 0.4%. Core CPI also rose a moderate 0.3% as it did in the three prior months, pointing to a sticky patch of inflation even as shelter costs posted their lowest post-pandemic gain.

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FOMC meeting, December 17–18

18 Dec 2024

The Federal Reserve cut the federal funds rate by 25 basis points (bps) to 4.25-4.50% at its December Federal Open Market Committee (FOMC) meeting, but Fed Chair Jerome Powell noted it was a “closer call” than the two prior rate cuts.

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A positive start to the holiday shopping season

17 Dec 2024

The November retail sales report points to a decent holiday shopping season underway and indicates that consumers remain willing to spend heading into year-end, albeit at a more prudent pace.

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Productivity growth Q3 2024

10 Dec 2024

Nonfarm business sector labor productivity growth was unrevised at 2.2% annualized in Q3 as economic output rose 3.5% and hours worked increased 1.2%

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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

2025 Global economic outlook: steering through conflicting currents

Join us on January 23 as panelists discuss US exceptionalism, trade and geopolitics, inflation volatility, monetary policy, labor in flux, and fiscal policy.

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Global economic outlook: post-election macro and geopolitical trends

In this webcast, panelists discuss the US economic outlook for 2025 in the aftermath of the US election, geopolitical dynamics and more.

Global economic outlook: Thriving in a new normal

In this webcast, the speakers will explore current economic conditions and provide strategic insights into navigating complexities and uncertainties.

Global economic outlook: Driving business amid an uncertain US election

In this webcast, panelists discuss the US election’s effect on the economy. Equip for global shifts, remain resilient, and seize growth opportunities.


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