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As corporate leaders navigate rising costs, AI-driven investment, and a cooling labor market, the latest CEO Economic Outlook reveals a U.S. economy that is growing — but with caution. Hiring plans remain weak, capital spending is increasingly AI-focused, and confidence hinges on market stability. Here’s what CEOs see next, and what could change the outlook.
As inflation cools from post-pandemic highs, CFOs’ pricing plans and cost pressures could keep costs elevated into 2026. While consumer expectations and policy guidance may temper spikes, the U.S. faces a new, expectation-driven inflation dynamic.
BRICS — representing nearly half the world’s population and over 40% of global GDP — is reshaping trade, finance, and global economic power. From local currency settlements to the New Development Bank and gold-backed financial initiatives, the bloc is forging a multipolar world and redefining the role of emerging economies in global commerce.
Everyone's worried about recession. The latest LEI data shows why 2008 parallels are overblown—but why the risks are still rising fast. This slowdown is different. Here's what it really means
The scale and speed of accumulation of the U.S. government’s debt have crossed into territory many economists—and a growing number of investors—consider unsustainable. With borrowing increasing on multiple fronts, interest costs soaring, and signs that traditional buyers of U.S. debt may be pulling back, the fiscal foundations of the world’s largest economy look increasingly fragile. Below is a sober assessment of where things stand—and what the consequences could be if Washington does not act.
Federal deficits and debt are projected to hit record levels from 2025 to 2035, with Social Security, Medicare, and rising interest costs driving growth. Even with steady economic expansion, revenue gains are unlikely to keep pace, putting households, businesses, and the U.S. economy on an unsustainable fiscal path.
The U.S. Leading Economic Index shows yellow light for growth, not red. Behind a modest dip in the Leading Economic Index lies a more unsettling story of weakening confidence, concentrated investment, and rising vulnerability to shocks. What looks stable on the surface may be far more fragile underneath.
This week brought a clearer picture of the U.S. economy as delayed jobs data finally landed and markets reacted. Although inflation figures remain limited, employment reports and Fed commentary highlighted a cooling labor market and persistent economic uncertainty that investors should understand before year‑end.
This week capped a tumultuous year with a mix of resilient data and lingering uncertainties from the federal shutdown’s aftermath. Consumer sentiment edged higher in preliminary readings, buoyed by holiday optimism and easing inflation expectations, yet remains subdued amid tariff worries and labor market softening. Key releases included stable JOLTS figures signaling a “no-hire, no-fire” dynamic, alongside a contracting manufacturing PMI that underscores sector-specific headwinds. As the Fed convenes for its final 2025 meeting, markets price in a likely quarter-point cut, reflecting a labor market cooling without distress.