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28 JULY 2026
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TranscriptUS consumer spendinghas been remarkedly resilient. But will consumers’ patience run out?
It’s one of the questions on the minds of economists, including Allen Li, Associate Economist atThe Conference Board. In this episode of C-Suite Perspectives, Erik Lundh, Global Senior Economist, The Conference Boardtalks with Allen about the US Consumer Confidence Index.
They begin by examining the latest US Consumer Confidence Survey, discussing why confidence declined in July, how consumers are thinking about inflation, interest rates, employment, and recession risks, and what those expectations could mean for spending in the months ahead.
In the second half of the conversation, the focus shifts to the global economic forecast. Erik explains the reasoning behind the improved global outlook and the shift from consumption-led growth toward investment-led growth in the US.
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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