May Macro Brief Consumer spending in flux

Accenture
arc beats above · slides in the middle · loops below · scroll → 13 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

62
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
03
front_matter
Open slide detailBeat · Surface Observation
04
summarize
Open slide detailBeat · Surface ObservationLoop · Pattern Hunter
05
The slide uses a heatmap visualization to represent economic trends across multiple regions and metrics.analyze_data
Open slide detailBeat · First LayerLoop · Pattern Hunter
06
The chart uses red dashed boxes to draw attention to China and the US as the primary areas of concern.analyze_data
Open slide detailBeat · First LayerLoop · Pattern Hunter
07
The chart uses a rebased index of 100 to compare sentiment across different countries.analyze_data
Open slide detailBeat · First LayerLoop · Pattern Hunter
08
The slide uses a structured table format to contrast regional economic performance and outlooks.summarize
Open slide detailBeat · First LayerLoop · Pattern Hunter
09
The slide uses a structured table format to compare macroeconomic indicators across five APAC countries.summarize
Open slide detailBeat · First LayerLoop · Pattern Hunter
10
transition
Open slide detailBeat · Deeper Layer
11
establish_context
Open slide detailBeat · Deeper Layer
12
The slide uses a dual-chart layout to diagnose macroeconomic headwinds, followed by a synthesis of corporate implications.diagnose
Open slide detailBeat · Deeper LayerLoop · Zoom In
13
The slide uses a bar chart for PCE growth and a bubble chart for tariff exposure mapping.analyze_data
Open slide detailBeat · Deeper LayerLoop · Zoom In
14
The slide uses two line charts to contrast spending growth (indexed) and debt delinquency probability (percentage) by income segment.analyze_data
Open slide detailBeat · Deeper LayerLoop · Zoom In
15
The slide uses two bar charts to track consumer sentiment indices over time, accompanied by a callout box for corporate strategy.analyze_data
Open slide detailBeat · Deeper LayerLoop · Zoom In
16
establish_context
Open slide detailBeat · Deeper Layer
17
analyze_data
Open slide detailBeat · Deeper LayerLoop · Tale Two Worlds
18
The slide uses a combination of a grouped bar chart and a stacked bar chart to illustrate consumer behavior and motivations.diagnose
Open slide detailBeat · Deeper LayerLoop · Tale Two Worlds
19
establish_context
Open slide detailBeat · Deeper Layer
20
The slide uses a dual-chart layout to correlate domestic sentiment/inflation with export/import volatility.analyze_data
Open slide detailBeat · Deeper LayerLoop · Zoom In
21
The slide uses two line charts to correlate consumer sentiment with retail sales performance across six APAC markets.diagnose
Open slide detailBeat · Deeper LayerLoop · Zoom In
22
transition
Open slide detailBeat · Core Insight
23
transition
Open slide detailBeat · Core Insight
24
The slide uses a combination of grouped bar charts for sector-specific PMI and a multi-line chart for composite output trends.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
25
Data reflects global diffusion indexes (GDP-weighted averages).analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
26
The chart uses a baseline of 50, where values above 50 indicate expansion.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
27
The chart highlights regional economic performance using PMI data where >50 indicates expansion.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
28
The chart uses a baseline of 50, indicating expansion/contraction thresholds common in PMI-style data.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
29
The chart uses a baseline of 50 to indicate expansion vs contraction in manufacturing output.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
30
transition
Open slide detailBeat · Core Insight
31
The slide uses two side-by-side line charts to compare spending trends across six major economies.analyze_data
Open slide detailBeat · Core InsightLoop · Tale Two Worlds
32
The slide uses dual-axis charts to compare two different survey methodologies over time.analyze_data
Open slide detailBeat · Core InsightLoop · Tale Two Worlds
33
The table uses a heatmap-style color coding to indicate positive (green), neutral (yellow), and negative (red) trends.analyze_data
Open slide detailBeat · Core InsightLoop · Tale Two Worlds
34
transition
Open slide detailBeat · Core Insight
35
The charts use 50 as the threshold for expansion vs contraction.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
36
The charts use a consistent purple line style to represent labor market tightness across four different countries.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
37
The slide uses a combination of line charts for real wage growth and stacked bar charts for the components (nominal wages vs inflation).analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
38
transition
Open slide detailBeat · Core Insight
39
The slide uses sparkline-like bars and directional arrows to visualize inflation trends.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
40
The slide uses two line charts to contrast 1-year ahead expectations with 5-10 year ahead expectations.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
41
The chart uses a stacked bar approach to show contributions from Energy, Food, Non-energy industrial goods, Services (ex. Housing), and Housing. 'Core' inflatioanalyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
42
The chart uses a stacked bar approach to show the composition of cost inflation for two time periods (Mar '24 and Mar '25) per industry.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
43
The slide uses 3-month moving averages to visualize the spread between input and output PPI, with specific callouts for the most recent percentage point differeanalyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
44
transition
Open slide detailBeat · Core Insight
45
The slide uses two different metrics: an index (>100 optimistic) for the US, and a percent balance (>0 optimistic) for Japan, EU, and UK.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
46
The chart shows a divergence between large and small business capex plans in early 2025.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
47
The slide uses two distinct line charts to illustrate macroeconomic trends in capital goods and tech equipment.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
48
The slide uses two line charts to illustrate macroeconomic trends affecting corporate investment capacity.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
49
transition
Open slide detailBeat · Core Insight
50
The chart distinguishes between measures already in effect and those announced/signaled for future implementation.quantify_impact
Open slide detailBeat · Core InsightLoop · Cost Of Inaction
51
The chart uses an index (1985=100) to track trade policy uncertainty over time.analyze_data
Open slide detailBeat · Core InsightLoop · Cost Of Inaction
52
Includes callouts explaining the rationale behind import trends.analyze_data
Open slide detailBeat · Core InsightLoop · Cost Of Inaction
53
transition
Open slide detailBeat · Core Insight
54
The chart uses annotations to explain volatility spikes in the Global Supply Chain Pressure Index.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
55
The chart tracks multiple ports over time; the callout highlights the specific dependency of LA/Long Beach on Chinese imports.analyze_data
Open slide detailBeat · Core InsightLoop · Pattern Hunter
56
transition
Open slide detailBeat · Implications
57
The slide uses a combination of a line chart for prices and a bar chart for inventory changes to illustrate the correlation between supply/demand dynamics and pestablish_context
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
58
The slide uses a combination of a seasonal line chart for storage and a time-series line chart for pricing to illustrate the correlation between supply levels aanalyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
59
transition
Open slide detailBeat · Implications
60
The slide uses two line charts to contrast policy rate trajectories between the US/UK/Euro area and other major economies (Japan, China, Brazil, Australia, Indianalyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
61
The slide uses two line charts to correlate macroeconomic indicators. The right chart includes a callout highlighting the recent trend of a softening USD and stanalyze_data
Open slide detailBeat · ImplicationsLoop · Pattern Hunter
62
This slide serves as a corporate boilerplate and contact directory.front_matter
Open slide detailBeat · Implications