Macro Trends

In the decades to come, geopolitical trends, demographic forces, and new technologies will dramatically reshape the global economic landscape. We provide insights on how businesses can prepare for the strategic challenges and opportunities that may result from this transformation.

Macro Strategy

Tariffs: The Next Chapter

Companies need to rebuild their strategies for a world in which the free movement of goods, capital, IP, and people cannot be taken for granted.

Grande Consommation

US Consumer Health Update

Consumer Health Indexes: Consumers at both ends of income spectrum send clear negative signals.

Amélioration de la Performance

The New Case for Zero-Based Cost Management

A clean-sheet approach helps leaders produce savings that stick—even in turbulent times.

Macro Strategy

In an Era of Tariffs and Turbulence, Four Moves That Matter

Understand your exposure. Understand your competitors’ exposure. Adjust your pricing and supply chains accordingly. Repeat as necessary.

Utilities & Energies Renouvelables

Tariffs: What Utilities Leaders Need to Know

As tariff uncertainty and pressures mount, leaders are upskilling procurement teams, rethinking inventory strategy, and diversifying the supply chain.

Distribution

Sourcing amid Uncertainty: Fashion and Footwear Retail Strategies

Costs are mounting, supply chains are in flux, and the future is murky. Winning brands are acting now to reinforce their resilience.

Macro Strategy

Tariff Response: What You Need to Know

Bain's Karen Harris and Hernan Saenz discuss the lasting impact of tariffs, what leading companies are doing to adapt, and the strategic moves to make for success.

Medical Technology

How Medtechs Are Rerouting Supply Chains for Resilience

In the face of continued tariff uncertainty, most medtech companies are getting ready to take action.

Healthcare Providers and Services

Are US Hospitals Ready for Tariffs?

While 70% of health systems and hospitals are concerned, only 10% have a formal mitigation strategy in place.

Macro Strategy

What Every Business Leader Wants To Know About Tariffs

Tariffs are in the spotlight. Here’s what executives are asking and how they can navigate the volatility.

Grande Consommation

Tariffs and the US Consumer: Where to Focus Amid the Noise

Executive teams should track the factors that directly influence whether people spend—or not.

Engins et Equipements Industriels

From China to Trouble?

Swapping supply chains doesn’t mean escaping risk.

Opérations

Beyond Tariffs: The Supply Chain Reinvention Imperative

Tariffs are accelerating businesses’ operations overhaul. Winning in today’s disrupted world demands bold trade-offs and strategic transformation.

Amélioration de la Performance

How CFOs Are Planning for Geopolitical Risk

Facing macroeconomic shifts, CFOs are adjusting their plans but holding the line on capital investment.

Stratégie

What CFOs Need to Know About Inflation, Tariffs, and Capital Markets

Goldman Sachs’ Tim Ingrassia joins Bain's Karen Harris and Pam Yee to unpack the macro forces shaping the CFO agenda.

Private Equity

Macro Update: The Expanding Frontiers of Automation

From strawberry picking to bricklaying, automation is revolutionizing unexpected corners of the workforce.

Procurement

Tariffs: The Costs of Inaction

Trade levies are more than a headline. As tariffs tighten their grip on global commerce, companies must act decisively to mitigate risks and seize opportunities.

Private Equity

Macro Update: The Flip Side of Inflation

As inflation trends downward, should investors plan for a lower interest rate environment in 2024—and even the possibility of deflation?

Private Equity

Preparing for a Post-Dollar Era

We ask Bain’s leading macro expert whether the dollar’s status as a global reserve currency is really under threat.

Macro Strategy

The Russia-Ukraine War: Assessing Scenarios and Responses

Bain Partners Karen Harris and Dunigan O’Keeffe discuss the many potential shocks resulting from the invasion of Ukraine and how to respond.

Opérations

The Russia-Ukraine War: Macroeconomic Update and Supply Chain Implications

Bain Partners Karen Harris and Joe Terino discuss the macroeconomic impacts of the Russia-Ukraine war, including its ramifications for supply chain strategy.