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The Oil Shock Is Here. And We’re Just Beginning to Feel It.
International relations Digital ArticleEnergy analyst Rory Johnston tells HBR “I fear it will break the system.” -
What SMBs Can Expect from the New Fed Nominee
Economic cycles and trends Agenda NewsletterHow business leaders can start preparing for the potential approval of President Trump’s nominee to head the Federal Reserve, Kevin Warsh. -
The New Economic Data Companies Need to Be Watching
Government Digital ArticleRecent firings of top officials at the Bureau of Labor Statistics and the Federal Reserve—as well as shifting tariffs—call for a reevaluation of the data your company consults as it plans for the future. -
Navigating the Economy Amid Deliberate Policy Uncertainty
Economic cycles and trends Digital ArticleRisks are up, visibility is down, but don’t count the U.S. economy out quite yet. -
Research: What Explains the “Vibecession”?
Business and society Digital ArticleAn analysis of spending habits and consumer surveys sheds light on why Americans feel so bad — even though economic data looks good. -
Trump’s Trade and Deportation Plans Could Be Disastrous for the U.S. Food Supply
Business and society Digital ArticleThe new administration’s impact on the workforce and imports could cause prices to soar. -
The Charts that Help Make Sense of 2024
Business and society Digital ArticleVisualizing what people are really doing with gen AI, the long tail of layoffs, beer and boycotts, and more. -
When Populists Rise, Economies Usually Fall
Business and society Digital ArticleExtensive research has shown: right- and left-wing populists both lead to lower stock returns and higher inflation. Here’s why — and what businesses can do. -
The U.S. Economy’s Soft Landing Is Still on Track
Government policy and regulation Digital ArticleA close look at consumer trends, monetary policy, and other trends gives reason for optimism — not pessimism. -
Maintaining Customer Loyalty in the Face of Inflation
Business and society Digital ArticleFive trust-building strategies. -
What to Expect from the Global Economy in 2024
Economics Digital ArticleThe outlook for interest rates, jobs, financial markets, and more. -
What Happens After the U.S. Economy’s Soft Landing?
Economic cycles and trends Digital ArticleThe U.S. appears to have skirted a recession, but leaders should expect a new disequilibrium to emerge. -
CEOs Are Predicting a Mild Recession in the U.S.
Economic cycles and trends Digital ArticleThey expect a “short and shallow” downturn. -
Why Firms Are Struggling with the U.S. Economy’s Soft Landing
Economic cycles and trends Digital ArticleWaning pricing power, a tight labor market, and expensive capital all present challenges for business. -
Is the Tight Labor Market Due to Fewer Workers — or Fewer Hours Worked?
Economic cycles and trends Digital ArticleNew research finds that some employees, particularly high-earning men, are choosing to work less. -
What Causes Inflation?
Economics Digital ArticleWhy your money is worth less than it used to be. -
3 Lessons from Hyperinflationary Periods
Costing Digital ArticleWhat today’s businesses can learn about pricing strategies and consumer trust. -
When Inflation Rises, Health Outcomes Fall
Compensation and benefits Digital ArticleEmployers need to help people afford and access the care they need. -
Weighing the Risks of Inflation, Recession, and Stagflation in the U.S. Economy
Business and society Digital ArticleThe biggest liability could be how policymakers respond in the next few months. -
How Companies Can Prepare for a Long Run of High Inflation
Business and society Digital ArticleSeven strategies for leaders.
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Tariff Trouble: Navigating a Trade War in the Global Supply Chain
Inflation Case Study11.95View Details On April 2, 2025 (called "Liberation Day" by US President Donald Trump), the United States announced extensive tariffs on its trading partners. This presented... -
The Position and Slope of the Yield Curve
Inflation Case Study8.95View Details The slope and position of the US Treasury yield curve are of fundamental importance to households, investors, banks, and governments. This note explores... -
Is Big Lots in Big Trouble?
Inflation Case Study11.95View Details By the middle of 2023, previous market darling and star performer Big Lots suddenly found itself facing possible bankruptcy. CEO Bruce Thorn needed a... -
Monetary Policy and Inflation
Inflation Case Study8.95View Details Understand how monetary policy affects macroeconomic variables and the role of central banks. -
Fanning the Flames: Chile's Pandemic-Era Battle with Inflation, Civil Unrest, and Political Polarization
Economics Case Study11.95View Details Fanning the Flames describes a period of unrest in Chile spanning from 2019 to 2022. During this time, a mass protest movement, the COVID-19 pandemic,... -
Fanning the Flames: Chile's Pandemic-Era Battle with Inflation, Civil Unrest, and Political Polarization, Epilogue
Economics Case Study5.00View Details This epilogue is paired with case 2298.0, which ends with President Boric facing immense pressure to identify the root cause of his country's 2022 inflation... -
McDonald's: Franchise Accounting and the $5 Meal
Inflation Case Study11.95View Details In July 2024, McDonald's Corporation (McDonald's) faced a strategic dilemma amid rising inflation and interest rates. The introduction of a $5 Meal Deal,... -
Fixed- or Floating-Rate Debt? Let Me Google That for You.
Covid Case Study11.95View Details In the summer of 2023, Google (a subsidiary of Alphabet Inc.) was planning to issue a $50 billion bond to fund R&D. Bruno Santos, a recent MBA graduate... -
Integrated Circuits
Covid Case Study11.95View Details On January 26, 2022, Dan Yu, treasurer for Integrated Circuits (IC), needed to decide between three financing options for a $200 million acquisition of... -
Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk
Corporate strategy Book35.00View Details An essential new guide to navigating macroeconomic risk. The shocks and crises of recent years--pandemic, recession, inflation, war--have forced executives... -
Can The Bank of Japan Continue to Maintain Yield Curve Control with Rising Inflation?
Inflation Case Study11.95View Details This case presents a comprehensive overview of the BOJ's ultra-easy monetary policy which started in 2012. After years of sustained government and central... -
Pakistan at 75: When Will the "Nazuk Mor" End?
Developing countries Case Study11.95View Details In 2023, business leaders, politicians, and civil society were all describing Pakistan's condition as "polycrisis." The country faced decisions on elections... -
Monetary Policy and Inflation Targeting in India
Economics Case Study11.95View Details In May 2022, India's retail inflation rate rose above the upper limit of the target range set by the Reserve Bank of India in 2015, to reach 7.79 per... -
The Sudden Implosion of Silicon Valley Bank
Accounting Case Study11.95View Details On March 10, 2023, Silicon Valley Bank (SVB) went into receivership. At the time, it was the second-largest US bank failure in history. What happened?... -
Mexico: From Crisis to Reforms and from Reforms to Crisis
Covid Case Study11.95View Details As he prepares for a 2023 meeting of General Electric Corp. (GE), Vladimiro de la Mora, president of GE Mexico, weighs the potential benefits and risks... -
The Magic of Marks & Spencer Food
Consumer behavior Case Study11.95View Details -
Bank of Japan's Dilemma: Should its Ultra- Easy Monetary Policy End Under Inflationary Pressure and a Weak JPY?
Government Case Study11.95View Details In countering the threat of broader monetary policy divergence between the two nations, the JPY sank sharply against the USD. Although the BOJ continued... -
Rawbank's Illico Cash: Can "Fast Money" Overcome Cash Dependency in the DRC?
Consumer behavior Case Study11.95View Details Thomas de Dreux-Brézé, the Head of Strategy and Project Management at Rawbank Congo in the Democratic Republic of the Congo (DRC), was perplexed as he... -
Reclaiming the Land of Purple: Purpl's Mission to Unlock Finance in Lebanon
Cross-cultural management Case Study11.95View Details Karl Naim, Co-Founder and CEO of Purpl, embarked on a venture to lower remittance costs for his native Lebanon. Since October 2019, the Lebanese economy... -
Colombia: An Economic Premium to Peace?
Economics Case Study11.95View Details Colombia, once the fastest growing country in Latin America, continues to struggle with productivity. Both labor productivity and total factor productivity...