Shocks, Crises, and False Alarms: How to Assess True Macroeconomic Risk

An essential new guide to navigating the turbulent macroeconomic landscape as you form your strategy.



When turmoil hits, executives and investors face notoriously unreliable macroeconomic forecasts, whipsawing data, and contradictory opinions. Are disruptions transient and ephemeral-or permanent and structural? False alarms are costly traps, but so are true structural changes that go undetected. Leaders must also assess the doom-laden public macroeconomic discourse, which habitually presents...