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.
Philipp Carlsson-Szlezak explains how to live with the media’s pervasive economic doomsaying.
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.
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.
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.
Technology’s impact on productivity growth has been consistently overstated — are analysts repeating that mistake with generative AI?
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