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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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TED | March 28, 2024

How to Live with Economic Doomsaying

Philipp Carlsson-Szlezak explains how to live with the media’s pervasive economic doomsaying.

Fortune | February 12, 2024

Here’s How the U.S., Europe, and China Are Faring in the Post-Pandemic Race for Economic Growth

Despite the gloomy expectations of recent years, global growth has held up relatively well. However, a succession of shocks–the pandemic, inflation, and the Ukraine war–has tested the resilience of the U.S., Europe, and China in disparate ways.

Fortune | December 11, 2023

Economic Pessimists’ Bet on a 2023 Recession Failed. Why Are They Doubling Down in 2024?

2023 has not been kind to the pessimists who shape the public’s perception of the U.S. economy. We see reason to double down in 2024 on our own far more optimistic stance we’ve held for over a year.

Fortune | October 12, 2023

Are Rising Long Rates a Sign of Weakness or Strength?

Amid all the fear about higher interest rates, we should not forget that they can be–and we think they mostly are–a sign of economic strength.

World Economic Forum | August 31, 2023

Why We Need to Be Realistic About Generative AI’s Economic Impact

Technology’s impact on productivity growth has been consistently overstated — are analysts repeating that mistake with generative AI?