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

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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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 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.

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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 October 2024

15 Nov 2024

Retail sales maintained solid momentum in October and rose 0.4% as consumers ramped up their purchases of autos and electronics and opted to dine out more.

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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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