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29 SEPTEMBER 2026
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TranscriptUS Consumer Confidence fell to 81.9 in September, marking a third consecutive monthly decline. In this episode of C-Suite Perspectives, The Conference Board’s Eric Lundh and Allen Li examine what is driving greater consumer caution — from financial well-being and inflation concerns to signs of softer discretionary spending.
They also discuss The Conference Board’s latest global economic forecast: how energy disruptions and trade uncertainty are weighing on growth; how AI investment and semiconductor demand are supporting parts of the global economy; and what to expect in the US, Asia, the Gulf region, and Europe through 2027.
For more from The Conference Board:
C-Suite Perspectives is a series hosted by our President & CEO, Steve Odland. This weekly conversation takes an objective, data-driven look at a range of business topics aimed at executives. Listeners will come away with what The Conference Board does best: Trusted Insights for What’s Ahead®.
C-Suite Perspectives provides unique insights for C-Suite executives on timely topics that matter most to businesses as selected by The Conference Board. If you would like to suggest a guest for the podcast series, please email csuite.perspectives@conference-board.org. Note: As a non-profit organization under 501(c)(3) of the IRS Code, The Conference Board cannot promote or offer marketing opportunities to for-profit entities.
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