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Second-Quarter Tax Data Suggests Pain on the Way for Public Sector Construction

The US and global economy found itself thrown into the abyss in March and April, navigating shutdowns, shelter-in-place orders, and overall economic devastation. Now, the US ...
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Leading Indicators Hanging on Despite Second Wave

The US has been battling a resurgent wave of COVID-19 cases since mid-June. While this situation constitutes a downside risk to our forecast for the US economy at large, we ...
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Housing Is Heating Back Up

The US housing market is snapping back, and that is great news for anyone tied to that market and for the US economy in general. This comes after a categorically (and ...
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Stimulus Cavalry Came in April; 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

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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