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30 October 2026 / Report
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Copy LinkTrusted Insights for What’s Ahead® U.S. Outlook: Continued Energy Shock to Test an Investment-Led Expansion
The U.S. economy is entering yearend with growth holding up better than expected, although the expansion will increasingly depend on business investment rather than household demand. The latest The Conference Board forecast incorporates a new round of modeling the energy and supply-chain shock stemming from the Middle East conflict (See Appendix 1 below for more details). The resulting baseline still calls for continued growth, but with inflation remaining uncomfortably high. That backdrop will likely keep the Federal Reserve on a tightening path. Consumers will have to manage both higher interest rates and already elevated prices.
The conflict has created an oil-driven inflationary pulse that is moving through gasoline, diesel, shipping, and broader production costs. Higher energy prices act as a tax on household purcha
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PRESS RELEASE
The LEI for the UK ticked down in September
November 13, 2026
PRESS RELEASE
LEI for Brazil inched up in October
November 13, 2026
PRESS RELEASE
LEI for Australia Unchanged in September
November 12, 2026
PRESS RELEASE
LEI for Spain Dipped in September
November 11, 2026
PRESS RELEASE
LEI for Japan Edged Up in September 2026
November 10, 2026
PRESS RELEASE
LEI for South Korea Improved in September
November 09, 2026
All release times displayed are Eastern Time
This report identifies trends to help businesses prepare for an environment with more challenges for labor and capital but improvements in productivity growth.
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