Bloomberg Daybreak: US Edition The CEO Radar: 'No Regret' Moves for CEOs Facing Uncertainty (Sponsored Content)
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Aug 10, 2025 
Rich Lesser, BCG Global Chair, shares insights on how CEOs can navigate economic uncertainty and tariff issues. He discusses the increasing worries among CEOs shown in 4,500 earnings calls, urging adaptation through innovation and AI. Lesser delves into the complexities of today’s corporate landscape, emphasizing the need for resilience amidst geopolitical challenges. He suggests establishing tariff command centers and leveraging AI for pricing strategies to stay competitive, highlighting lessons from past business cycles to inspire strategic moves today.
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Tariffs And Sky-High CEO Uncertainty
- Tariffs dominated Q2 earnings-call discussions and mentions surged.
- Edward Adams notes CEOs referenced uncertainty at a decade-high above COVID levels.
CEOs See High Odds Of A Slowdown
- Rich Lesser hears CEOs mirror analyst anxiety about economic uncertainty.
- He says odds of a slowdown are quite likely if tariffs stay elevated.
Consumers Are Trading Down
- Mai-Britt Poulsen finds U.S. and European consumers growing cautious and hunting bargains.
- Shoppers trade down to private labels but still spend on travel and tech.