Skip to main content Skip to footer

Forward-looking macroeconomic insights

The foresight you need to anticipate change and understand how major global macroeconomic shifts impact your corporate strategy.

Overview

We provide strategic advice and insights to C-suite executives on economic developments, such as consumer behavior, corporate finance and risk analysis. Our goal is to translate complicated trends into simple, pragmatic recommendations for our clients. With hubs in the US, Europe and Asia, we work across a wide range of industries, helping businesses address macroeconomic challenges.

Monthly briefs

Economic insights for executives, boards and investors.

October Macro Brief: Energy supply pressures

Global economic growth remains broadly stable with distinct regional challenges. Energy supply pressures from geopolitical conflicts and climate events challenge inflation management and central bank policies. This volatility forces governments to balance fiscal duties, cost-of-living issues and geopolitical strategies. Companies may need to adjust supply chains to protect against energy shocks.

Explore more

Previous briefs

As Q4 2024 begins, global economy remains uncertain. US faces cooling labor markets and manufacturing, Europe's economy deteriorates, and China slows. Despite easing inflation, cost-of-living pressures complicate policies worldwide.

Global economy moderates with tight labor markets. Interest rates drop but remain high post-pandemic. Sluggish wage growth in advanced economies. High labor costs and sourcing issues, highlighting the need for productivity improvements and GenAI.

Global economy grows slowly with persistent supply chain issues. U.S. shows resilience, while others struggle. Central banks cut rates amid high services inflation. Companies must plan for slow growth and upcoming U.S. election impacts.

Geopolitical tensions have impacted manufacturing and consumer demand. Potential delays in interest rate cuts and new US tariffs on Chinese tech could further restrict trade. Learn how to tackle these challenges.

Companies should plan for divergent sales strength in different markets and consumer demographics, consider scenarios of further inflation acceleration, and prepare for commodity price volatility and supply chain risks.

Manufacturing is rebounding after a year of inventory destocking, but consumer spending is softening. Wage catch-up dynamics continue as workers secure compensation for past real income erosion. Supply-related cost pressures are building up.

In the spotlight

Explore our industry trends, data analysis and strategic recommendations in these special reports.

Building resilience in the Great Supply Squeeze era

After decades of cheap liquidity combined with low and stable inflation, the global economy is moving into a new era where supply scarcity is set to become the main driver of economic outcomes. This Great Supply Squeeze will create profound business challenges, but it will also present opportunities for companies who can successfully navigate this new normal to gain a competitive edge.

Read the report

Previous POVs

Activist campaigns might be aiming for long-term value, but their tactics can disrupt businesses. To protect their companies from being targets, management teams should proactively address vulnerabilities.

25%

In 2022, a quarter of S&P 500 firms had an activist in the shareholder register.

Carbon reduction is key globally, driven by various pressures and complex climate economics. Carbon markets, especially growing voluntary ones, are vital for net zero goals, requiring companies to manage their carbon exposure effectively.

34%

of the Accenture Global 2000 companies, which consists of the world’s largest companies by revenue, have publicly stated net zero targets, and that share is increasing rapidly.

In 2022, consumer spending stayed resilient despite high living costs, using pandemic savings and budgeting strategies. However, persistent inflation and economic uncertainties in 2023 may significantly slow spending, impacting businesses.

1.3

percentage points. US households showed increasing caution and raised their savings rate in late 2022.

Our leaders

Chris Tomsovic

Managing Director – Accenture Strategy, Macro Foresight Global Lead

Nick Kojucharov

Principal Director – Accenture Strategy, Macro Foresight North America Lead