Philipp Carlsson-Szlezak is BCG's Global Chief Economist and a Managing Director and Partner in the firm's New York office. He leads the Center for Macroeconomics at the BCG Henderson Institute.
Philipp previously was Chief Economist at Sanford Bernstein (AllianceBernstein) where he covered the economy 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 OECD, and McKinsey & Company.
Philipp's research covers structural, cyclical, and firm-level themes, and he advises clients on both strategic and tactical global macro topics. He is a regular contributor to Harvard Business Review, Fortune, and other business publications.
Philipp has a B.Sc. in economics from LSE and a Ph.D. from the University of Oxford.
While Generative AI has the potential to impact the economy significantly, its true impact is still uncertain and should not be overstated.
We should not overstate the current gloom around high inflation nor let it stand in the way of framing fiscal policy and financing green investment.
Something is stirring at the microeconomic level but extrapolations to the macroeconomy are treacherous.
Technology fuels productivity growth but tight labour markets provide the spark. Governments must see such market conditions as a risk and an opportunity.