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Heightened Concern Over the Second Wave

With cases of COVID-19 rising in several key states, and states reversing their reopening trends, the developing recovery is clearly coming under pressure and is in danger of ...
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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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When Data Is Volatile, Focus on the Long Game

The dust is settling from the double black swan events of early 2020, and we are examining the economic data to reveal the extent of the impact. Early signs are showing a ...
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Going Up!

Not everything that goes up is a good thing. To be sure, the rise in COVID-19 cases in key states is a worrisome trend, and we watch it daily. We also watch COVID-related ...
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Four Reasons to Smile, Two Reasons to Frown

The Good News: Encouraging but Early Trends
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