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 and other...
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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 and other...
Continue ReadingThe 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 expect that US...
Continue ReadingThe 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 expectedly) horrible...
Continue ReadingThe 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 will it?
Continue ReadingThe 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 local...
Continue ReadingIn my most recent TrendsTalk, I mentioned that we were having to "outdrive our headlights" in March.
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