REPORT

The Orange Book: How the C-Suite Sees the Economic Outlook

Bloomberg Economics and Bloomberg Intelligence’s Orange Book distills insights from 365 S&P 500 earnings calls to reveal how executives are interpreting the evolving macroeconomic landscape.

The latest edition highlights a more resilient corporate outlook than expected, with accelerating activity supported by AI adoption, easing inflation pressures, and improved policy clarity. At the same time, firms face persistent challenges — from constrained pricing power and cautious hiring to tariff impacts and uneven consumer health — offering a nuanced, real-time view of the forces shaping business strategy in 2026.

What you’ll learn:

  • How AI adoption is driving productivity gains, investment trends & margin resilience
  • Why pricing power is weakening amid shifting consumer behavior & competitive pressures
  • How companies are responding to tariffs, labor costs & evolving government policies

Download the full report now to understand how business leaders are positioning for growth and risk in a changing economic environment.

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