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Philipp Carlsson-Szlezak

Stay informed with Philipp Carlsson-Szlezak’s coverage and analysis.

dollar
Commentary
The dollar’s demise has been predicted for 55 years. The BCG Institute says it’s still overstated
By Philipp Carlsson-Szlezak, Nikolaus Lang and Paul SwartzJuly 17, 2026
In Trump 2.0, growing, spending, or squandering an enviable macroeconomic inheritance are all on the table
Commentary
In Trump 2.0, growing, spending, or squandering an enviable macroeconomic inheritance are all on the table
By Philipp Carlsson-Szlezak and Paul SwartzJanuary 15, 2025
Despite inflation, U.S. consumers are 5% better off than in 2019—here’s why they don’t feel that way
Commentary
Despite inflation, U.S. consumers are 5% better off than in 2019—here’s why they don’t feel that way
By Philipp Carlsson-Szlezak and Paul SwartzOctober 23, 2024
What to expect for inflation, employment, and trade in the ‘tight 20s’
Finance
What to expect for inflation, employment, and trade in the ‘tight 20s’
By Philipp Carlsson-Szlezak and Paul SwartzSeptember 3, 2024
Here’s how the U.S., Europe, and China are faring in the post-pandemic race for economic growth
Commentary
Here’s how the U.S., Europe, and China are faring in the post-pandemic race for economic growth
By Philipp Carlsson-Szlezak and Paul SwartzFebruary 12, 2024
Economic pessimists’ bet on a 2023 recession failed. Why are they doubling down in 2024?
Commentary
Economic pessimists’ bet on a 2023 recession failed. Why are they doubling down in 2024?
By Philipp Carlsson-Szlezak and Paul SwartzDecember 11, 2023
Long-term interest rates are spiking. Could they deliver a recession–or are they a sign of strength for the U.S. economy?
Commentary
Long-term interest rates are spiking. Could they deliver a recession–or are they a sign of strength for the U.S. economy?
By Philipp Carlsson-Szlezak and Paul SwartzOctober 12, 2023
A much-feared emerging markets crisis didn’t happen. Is the global economy off the hook?
Commentary
A much-feared emerging markets crisis didn’t happen. Is the global economy off the hook?
By Philipp Carlsson-Szlezak and Paul SwartzJuly 17, 2023
The SVB collapse adds financial instability to the Fed’s inflation fight. A recession may not be the worst outcome
Commentary
The SVB collapse adds financial instability to the Fed’s inflation fight. A recession may not be the worst outcome
By Philipp Carlsson-Szlezak and Paul SwartzMarch 15, 2023
A trader on the New York Stock Exchange
Commentary
A soft landing is playing out—but optimism needs to be for the right reasons
By Philipp Carlsson-Szlezak and Paul SwartzJanuary 30, 2023
A news ticker displays economic news in front of Morgan Stanley in the Times Square area of Manhattan
Commentary
Will the U.S. and Europe slide into recession in 2023? Here’s how to look out when economic outlooks don’t
By Philipp Carlsson-Szlezak and Paul SwartzDecember 12, 2022
Why the market vetoed the U.K.’s budget–and what it means for the changing nature of stimulus around the world
Commentary
Why the market vetoed the U.K.’s budget–and what it means for the changing nature of stimulus around the world
By Philipp Carlsson-Szlezak and Paul SwartzSeptember 27, 2022
Recession or resilience? Here’s how the U.S., Europe, and Asia stack up
Commentary
Recession or resilience? Here’s how the U.S., Europe, and Asia stack up
By Philipp Carlsson-Szlezak and Paul SwartzSeptember 12, 2022
A worker demolishes an interior wall in a house.
Commentary
How much damage will the housing market do to the economy?
By Philipp Carlsson-Szlezak and Paul SwartzAugust 9, 2022
Is this the end of low interest rates?
Commentary
Is this the end of low interest rates?
By Philipp Carlsson-Szlezak and Paul SwartzJune 7, 2022
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