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Forward-looking macroeconomic and geopolitical insights and trends

AI-enabled foresight to help you anticipate change and understand how major global economic and geopolitical shifts impact your strategic planning.

Overview

We provide strategic advice and insights to C-suite executives on economic and geopolitical developments given the uncertain external environment businesses operate in. Our goal is to translate complicated trends into simple pragmatic recommendations for our clients, supporting companies with corporate strategy development, scenario planning and wargaming. With hubs in the US, Europe and Asia, we work across a wide range of industries, helping businesses find growth and strengthen resilience in response to a changing world.

Monthly briefs

Economic insights for executives, boards and investors.

Year-end Macro Brief: 2026 outlook & top 10 trends

Despite resilience in 2025—supported by disinflation, cautious rate cuts and AI investment—global growth remained fragile and uneven amid policy uncertainty, geopolitics and trade tensions. In 2026, clearer policies will coexist with wider divergence, geoeconomic fragmentation, China-led competition and rising financial stress.

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Previous briefs

Growth is soft but stable, led by AI and exports as traditional sectors lag. Inflation fuels a two-speed economy, with AI lifting productivity in pockets and widening gaps. 

US tariffs are at their highest in a century, with reciprocal rates of 10-41% and sector tariffs of 25-50%. These measures could cut US GDP by at least 1% and add $2,400 in annual household costs, while heavily pressuring import-intensive sectors. Companies must strengthen resilience and adapt to a more fragmented global trade landscape.

Global growth is slowing amid tariffs, fiscal reform, and weaker demand. Targeted government spending boosts green tech, defense and digital sectors, but rising deficits and policy risks require disciplined capital allocation and regional agility.

Tariff uncertainty and policy volatility weigh on the global economy. Businesses must prepare for shifting demand and supply disruptions amid deteriorating sentiment and uneven regional outlooks.

Elevated tariff uncertainty and persistent policy volatility continue to weigh on the global economy. While activity and spending reflect frontloading and caution, sentiment is deteriorating. With uneven regional outlooks, businesses must prepare for shifting demand and supply disruptions.

The US faces its highest tariff rates in over a century, straining trade and key sectors. Despite signs of easing, uncertainty persists. Businesses should focus on financial resilience and scenario planning to navigate ongoing volatility.

In the spotlight

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

Global Economic Futures: Productivity in 2030

The World Economic Forum and Accenture present Global Economic Futures, a series of publications exploring key trends, vulnerabilities, and opportunities shaping the global economy. The first edition, Productivity in 2030, examines the interplay between technology and human capital, offering four scenarios that highlight the future of productivity and its implications for growth.

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Previous POVs

The global economy is entering a new era where supply scarcity drives outcomes. This Great Supply Squeeze will bring challenges but also opportunities for companies that adapt, offering a chance to gain a competitive edge in the new normal.

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.

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