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30 October 2026 / Report
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Copy LinkTrusted Insights for What’s Ahead® U.S. Outlook: Continued Energy Shock to Test an Investment-Led Expansion
The U.S. economy is entering yearend with growth holding up better than expected, although the expansion will increasingly depend on business investment rather than household demand. The latest The Conference Board forecast incorporates a new round of modeling the energy and supply-chain shock stemming from the Middle East conflict (See Appendix 1 below for more details). The resulting baseline still calls for continued growth, but with inflation remaining uncomfortably high. That backdrop will likely keep the Federal Reserve on a tightening path. Consumers will have to manage both higher interest rates and already elevated prices.
The conflict has created an oil-driven inflationary pulse that is moving through gasoline, diesel, shipping, and broader production costs. Higher energy prices act as a tax on household purcha
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PRESS RELEASE
The Global LEI Was Unchanged in September According to the Advanced Estimate
October 29, 2026
PRESS RELEASE
LEI for China Ticked Down in September
October 28, 2026
PRESS RELEASE
US Consumer Confidence Increased in October
October 27, 2026
PRESS RELEASE
The LEI for India Increased in September
October 26, 2026
PRESS RELEASE
The Conference Board Leading Economic Index® (LEI) for the US Was Flat in Sept
October 22, 2026
PRESS RELEASE
LEI for Mexico Increased in September
October 20, 2026
All release times displayed are Eastern Time
This report identifies trends to help businesses prepare for an environment with more challenges for labor and capital but improvements in productivity growth.
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