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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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.



Economic commentary

Retail Sales July 2024

15 Aug 2024

Retail sales posted a stronger than expected 1% gain in July as consumers considerably ramped up their purchases of cars, electronics, food and health care items.

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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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US economic outlook July 2024

29 Jul 2024

The US economy is decelerating moderately as we pass the midyear point. Nothing alarming, but labor market momentum is cooling with initial claims for unemployment on a gentle uptrend, the unemployment rate creeping up past 4%, payrolls gently slowing, hours worked moderating and wage growth easing.

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Consumer Price Index June 2024

11 Jul 2024

Disinflation momentum was confirmed in June. Headline Consumer Price Index (CPI) fell 0.1% month over month (m/m) (against an expected 0.1% increase) with energy prices down 2% and food prices up 0.2%. Core CPI rose a modest 0.06% — its lowest advance since January 2021.

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The market panic appears disproportionate

05 Aug 2024

The primary concern remains the breadth and depth of the market selloff and its potential to tighten financial conditions.

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Retail Sales July 2024

15 Aug 2024

Retail sales posted a stronger than expected 1% gain in July as consumers considerably ramped up their purchases of cars, electronics, food and health care items.

Read more

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Employment Report July 2024

02 Aug 2024

The weak July jobs report points to a material deterioration in labor market conditions, in line with several other labor market indicators.

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Macroeconomic webcasts

Global economic outlook: Thriving in a new normal

On July 30, 2024, we will explore current economic conditions and provide strategic insights into navigating complexities and uncertainties.

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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.

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?


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