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The Stimulus Cavalry Came in April; the Consumer Cavalry Was Stuck at Home

The stimulus cavalry showed up in April, but consumer spending did not. The foundation has clearly been laid for consumer spending to come back on line. The question is, when ...
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Housing and Nonresidential Construction Post COVID-19: Challenges and Opportunities

The US and global economic cycle was upended as a result of multiple black swan events including COVID-19, crashing and unprofitable oil pricing, and unprecedented state and ...
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Turning the High Beams Back On

In my most recent TrendsTalk, I mentioned that we were having to "outdrive our headlights" in March.
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Time to Act?

The COVID-19 outbreak has generated a crisis mentality that is gripping much of the world and our client base, regardless of whether the mortality statistics support such a ...
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Coronavirus and the Economy

With hundreds dead and new cases identified every day, we at ITR Economics do not wish to downplay the very real tragedy or serious threat posed by the coronavirus outbreak. ...
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Phase One and Phase C

It appears we are on track for the first meaningful de-escalation of the US-China trade war this week. President Donald Trump and China Vice Premier Lui He are planning to sign ...
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