Insights and Indicators

Jason Thomas, Head of Global Research at Carlyle, discusses the resilience the global economy demonstrated in November including robust “experiences” spending in the U.S. and Europe’s ongoing policy response to the energy crisis. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers

Jason Thomas, Head of Global Research at Carlyle, discusses recent rate hikes and the data behind the U.S. economy's recessionary behavior. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers

Jason Thomas, Head of Global Research at Carlyle, discusses the increase in forward interest rates and the third quarter GDP data in the US. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Jason Thomas, Head of Global Research at Carlyle, discusses U.S. consumer spending habits, the energy landscape in Europe, and his outlook on China for the remainder of 2022. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Jason Thomas, Head of Global Research at Carlyle, discusses the economic contractions occurring globally, as well as opportunities for growth and improved financial conditions ahead. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Jason Thomas, Head of Global Research at Carlyle, shares his take on some surprising results from the Q1 Department of Commerce report on US GDP, along with what he’s seeing in other geographies. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

We sat down with Jason Thomas, our Head of Global Research, to break down a recent report from the U.S. Department of Labor that showed inflation climbed 8.5% from last March. Listen to Jason’s key takeaway from the March consumer price index report and hear his perspective on how the Fed might respond over the next couple of months. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

Any exploration of the investment environment in early 2022 would be incomplete without a focus on China. In this episode of Insights and Indicators, our Head of Global Research, Jason Thomas, will help you understand the drivers of historical growth in China and what to keep your ears and eyes focused on in 2022. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

In our first episode of Insights and Indicators for 2022, we sat down with Jason Thomas, our Head of Global Research at Carlyle, to explore how digital transformation trends could impact the investment environment in 2022 and beyond. Specifically, we discuss: What sectors might emerge as winners because of the “digitized virtual future” the pandemic caused us to imagine, The indicators that will help us observe the degree of technology adoption this year, and The impact of digital transformation on valuations. Sources for data referenced in this episode: Data on spending on software, data, digital, and related R&D comes from Carlyle, BEA, December 2021. Productivity analysis of the 1990s comes from “US Productivity Growth, 1995-2000: Understanding the contribution of Information Technology relative to other factors,” McKinsey Global Institute, 2001. Survey of CEOs on top risks comes from AlixPartners, Survey Conducted December 2021. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.

We at Carlyle understand how much information and analysis you sift through to develop your perspectives on what trends are most important to follow and explore at the intersection of the macroeconomic and investment environment. We want to help you understand this increasingly changing world in a shorter amount of time. Insights and Indicators offers you the opportunity to hear our Head of Global Research, Jason Thomas, break down a specific and prevailing trend in the global economy each month. His insights will be based on the combination of aggregated Carlyle portfolio company data and thorough analyses of reports on employment, inflation, and productivity. Our research disclosure is available at https://www.carlyle.com/notices-and-disclaimers.