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Deloitte Global Economics Research Center
AI investments are reshaping the US economic forecast. Deloitte sees the AI buildout supporting growth despite inflation and demographic headwinds.
AI investments can drive near-term economic momentum, but non-AI businesses and households are poised to face significant pressures from geopolitical conflicts and uncertainty
Investment in artificial intelligence is supporting the economy, but questions remain about how long the momentum can last
The future path of the US economy hinges largely on how tariffs and immigration play out, with each shaping growth, prices, and investment in different ways
Amid an uncertain US economy, shifting tariffs, monetary policy, inflation, and treasury yields shape three possible paths for what comes next
Although the US economy remains strong, driven by consumer spending and business investment, uncertainty is still weighing on its outlook for the year