Deloitte Insights

Deloitte Insights

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Research on strategy execution, operating models, performance, org design

How AI Investment Shapes the US Economy | Economic Update | Deloitte Insights
VideoMay 12, 2026

How AI Investment Shapes the US Economy | Economic Update | Deloitte Insights

Ira Kalish, Deloitte’s chief economist, warned that AI‑related spending is now a key driver of U.S. growth, even as oil price volatility from Middle‑East tensions rattles markets. He noted that the S&P 500 has risen roughly 12% since April, but half...

By Deloitte Insights
Why Oil Prices Haven’t Risen More Sharply | Economic Update | Deloitte Insights
VideoMay 6, 2026

Why Oil Prices Haven’t Risen More Sharply | Economic Update | Deloitte Insights

Chief economist Ira Kalish of Deloitte explains why oil prices have remained relatively stable despite a physical shortage emerging after pipeline inventories were depleted. He notes that global oil supply has fallen about 11 million barrels per day (bpd) since the...

By Deloitte Insights
AI in Advertising Creativity: Netflix on AI as a Creative Tool | Deloitte Insights
VideoMay 5, 2026

AI in Advertising Creativity: Netflix on AI as a Creative Tool | Deloitte Insights

The Deloitte Insights video explores how AI is reshaping advertising creativity, highlighting Netflix’s use of AI as a creative tool rather than a replacement. Speakers note that AI automates repetitive backend tasks, freeing talent to pursue strategic initiatives. More importantly, AI‑driven...

By Deloitte Insights
Rethinking Value Beyond Price | Retail and Consumer Products Outlooks 2026 | Deloitte Insights
VideoMay 1, 2026

Rethinking Value Beyond Price | Retail and Consumer Products Outlooks 2026 | Deloitte Insights

Deloitte’s Retail and Consumer Products Outlook 2026 introduces a new “more‑value‑for‑price” (MVP) framework to decode the growing segment of value‑seeking consumers. The study finds roughly 40 % of U.S. shoppers—and almost half globally—prioritize value that extends beyond low price, looking for quality,...

By Deloitte Insights
TelevisaUnivision on Hispanic Audience Measurement Gaps | Deloitte Insights
VideoApr 27, 2026

TelevisaUnivision on Hispanic Audience Measurement Gaps | Deloitte Insights

TelevisaUnivision’s president Tim Natividad highlighted the company’s dominant role in U.S. soccer fandom, noting that it commands roughly half of all soccer consumption, transcending language and demographic lines. He explained that TelevisaUnivision’s household graph reaches 99% of Spanish‑speaking U.S. households, yet...

By Deloitte Insights
Why Equity Markets Keep Rising Despite Conflict | Economic Update | Deloitte Insights
VideoApr 23, 2026

Why Equity Markets Keep Rising Despite Conflict | Economic Update | Deloitte Insights

In this week’s Economic Update, Deloitte chief economist Ira Kalish explains why global equity markets have continued to climb even as the Middle‑East conflict persists. After the initial plunge when hostilities began, markets rebounded sharply following the cease‑fire announcement two weeks...

By Deloitte Insights
‘Shoppertainment’ in Advertising: Meta on the Rise of Social Commerce | Deloitte Insights
VideoApr 20, 2026

‘Shoppertainment’ in Advertising: Meta on the Rise of Social Commerce | Deloitte Insights

Meta’s global business lead Simon Whitcomb outlines how shoppertainment—live, creator‑driven shopping experiences—has exploded in Southeast Asia and is poised to reshape U.S. advertising. He cites the region’s $4.7 billion market as proof that blending entertainment with instant purchase is a powerful...

By Deloitte Insights
Rethinking Value Beyond Price | Retail and Consumer Products Outlooks 2026 | Deloitte Insights
VideoApr 17, 2026

Rethinking Value Beyond Price | Retail and Consumer Products Outlooks 2026 | Deloitte Insights

Deloitte’s latest Retail and Consumer Products Outlook spotlights a growing cohort of value‑seeking shoppers. The research, based on 3,600 brands and nearly a million consumer responses, finds that roughly four‑in‑ten U.S. consumers—and almost half globally—prioritize value that transcends price, cutting...

By Deloitte Insights
How Oil Prices Could Disrupt the Global Economy | Economic Update | Deloitte Insights
VideoApr 15, 2026

How Oil Prices Could Disrupt the Global Economy | Economic Update | Deloitte Insights

Deloitte’s chief economist Ira Kalish warned that a prolonged Middle East conflict could move from speculative price spikes to actual physical constraints on oil, gas and commodity supplies. He explained that earlier price hikes were driven by investor anxiety, not supply...

By Deloitte Insights
How Meta Sees Shoppertainment Shaping Advertising | Future of Advertising | Deloitte Insights
VideoApr 15, 2026

How Meta Sees Shoppertainment Shaping Advertising | Future of Advertising | Deloitte Insights

Meta’s Vice President Simon Whitcombe discussed how shoppertainment—creator‑driven, shoppable media—is reshaping advertising. The model, already popular in Southeast Asia, is poised to enter the U.S. market as brands seek seamless content‑to‑purchase experiences. Whitcombe highlighted the rise of large‑language‑model (LLM) powered...

By Deloitte Insights
US Economy Outlook: Jobs, PMI, and Global Conflict Signals | Economic Update | Deloitte Insights
VideoApr 9, 2026

US Economy Outlook: Jobs, PMI, and Global Conflict Signals | Economic Update | Deloitte Insights

Deloitte chief economist Ira Kalish delivered his weekly economic update, examining how the ongoing Middle East conflict intersects with recent U.S. labor market data. March saw a surprising 178,000 jobs added, but that follows a February slump and a cumulative gain...

By Deloitte Insights
Stagflation Risk Rises as Energy Prices Surge | Economic Update | Deloitte Insights
VideoApr 2, 2026

Stagflation Risk Rises as Energy Prices Surge | Economic Update | Deloitte Insights

Deloitte’s chief economist Ira Kalish warned that the ongoing Middle East conflict is reigniting stagflation fears, as soaring energy prices threaten to combine higher inflation with slowing growth across major economies. In the United States, a sharp jump in gasoline costs...

By Deloitte Insights
5 Signals Shaping Retail Trends | Retail & Consumer Products Outlooks 2026 | Deloitte Insights
VideoMar 27, 2026

5 Signals Shaping Retail Trends | Retail & Consumer Products Outlooks 2026 | Deloitte Insights

Retail executives surveyed by Deloitte flag 2026 as a pivotal year, outlining five signals that will reshape the sector. The outlook highlights a structural shift toward value‑seeking consumers, accelerated AI adoption, AI‑driven marketing personalization, supply‑chain reconfiguration, and heightened financial discipline. Nearly...

By Deloitte Insights
Economic Uncertainty Outlook and Business Strategy | Economic Update | Deloitte Insights
VideoMar 25, 2026

Economic Uncertainty Outlook and Business Strategy | Economic Update | Deloitte Insights

Ira Kalish, Deloitte’s chief economist, opened the March 23 weekly economic update by warning that recent actions by the United States, Israel and Iran have reshaped investor expectations on oil, inflation and monetary policy, creating a volatile backdrop for businesses. He...

By Deloitte Insights