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

Trade compass - April

11 Apr 2025

The April report examines the U.S. trade outlook under the Trump administration tariff policy, including market volatility, inflation, GDP growth projections and other economic indicators and risks.

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Trade compass - April

11 Apr 2025

The April report examines the U.S. trade outlook under the Trump administration tariff policy, including market volatility, inflation, GDP growth projections and other economic indicators and risks.

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Macro Pulse – US GDP (Q4 2024 – third estimate)

27 Mar 2025

The final GDP report for the fourth quarter is nothing more than a look in the rearview mirror.

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Consumer Price Index March 2025

10 Apr 2025

The March Consumer Price Index (CPI) report offered a heartening albeit backward-looking picture of inflation dynamics, before steep increases in tariffs were enacted.

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FOMC meeting, March 18-19

9 Apr 2025

The minutes of the March Federal Open Market Committee (FOMC or Committee) meeting noted that all participants favored holding the fed funds rate unchanged at 4.25%–4.50%.

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Personal income and spending February 2025

28 Mar 2025

The latest consumer health check revealed consumers are increasingly apprehensive about spending amid sticky inflation trends and pre-emptive inflation anxiety (PIA) from tariffs, flagging consumer sentiment and rising job insecurity.

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Employment report March 2025

4 Apr 2025

The strong 228,000 payroll gain in March is a reminder that economic fundamentals were robust heading into the tariff storm.

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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: the first 100 days into the Trump administration

 

Join us on April 23 for an engaging webcast as panelists discuss the economic implications and developments following the first 100 days of the Trump Administration. 

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2025 Global economic outlook: steering through conflicting currents

In this webcast, panelists discuss US exceptionalism, trade and geopolitics, inflation volatility, monetary policy, labor in flux, and fiscal policy.

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.



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