BCG Henderson Institute

Philipp Carlsson-Szlezak

BCG Global Chief Economist, Managing Director and Partner

Expertise
Education

  • PhD University of Oxford
  • BSc London School of Economics

BHI Affiliation
Location
New York
Contact

Philipp Carlsson-Szlezak

BCG Global Chief Economist, Managing Director and Partner

Philipp Carlsson-Szlezak is Boston Consulting Group’s Global Chief Economist. He also leads the Center for Macroeconomics at the BCG Henderson Institute.

Philipp was previously Chief Economist at Sanford C. Bernstein (AllianceBernstein) where he covered the economy and markets for institutional investors across the global asset management industry. Earlier in his career, he spent more than ten years advising financial institutions and governments at BCG, the Organization for Economic Co-operation and Development (OECD), and McKinsey & Company.

Philipp’s research covers structural and cyclical themes, and he advises clients on both strategic and tactical macro questions. He is a regular contributor to Harvard Business Review, World Economic Forum Agenda, and other business publications. You can read Philipp’s latest thinking in his monthly Fortune.com column.

Recent Work

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Harvard Business Review | March 14, 2025

Navigating the Economy Amid Deliberate Policy Uncertainty

Today’s executives are navigating a landscape where risks are up and visibility is down. Trump’s deliberate uncertainty has added new risks, but the death of the current economic expansion is not as clear cut as current public discourse likes to paint it.

75 Minutes | March 6, 2025

Bloomberg Masters in Business Podcast

Philipp Carlsson-Szlezak, BCG’s Global Chief Economist, joined host Barry Ritholtz to discuss the pitfalls of traditional economic research and the benefits of the eclectic, narratives-based approach outlined in his and BCG Sr. Economist Paul Swartz’s book.

Fortune | January 15, 2025

In Trump 2.0, Growing, Spending, or Squandering an Enviable Macroeconomic Inheritance Are All on the Table

Casting the economy as a “disaster” was electorally effective, yet no freshly elected president has entered office with a stronger economic backdrop in recent history.

CME Research Portal | October 31, 2024

25 Questions for 2025: Avoiding Complacency in a Strong Economy

A continued expansion remains by far the most likely outcome in 2025.

Fortune | October 23, 2024

Despite Inflation, U.S. Consumers Are 5% Better off Than in 2019—Here’s Why They Don’t Feel That Way

The public debate about inflation has caught on to what economists have long known: Price change—aka inflation—and prices are not the same thing.

Fast Company | September 18, 2024

What’s at Stake This Election Year

Philipp Carlsson-Szlezak, BCG’s Global Chief Economist, discussed the economy in the context of an election year at 2024’s Innovation Festival.