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Europe in Worse Shape Than US, From Many Angles

The recovery profile for the European economy is more pessimistic than for the US economy, all the way through 2022. If your business has any direct or indirect connections ...
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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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Nowhere to Go

The export of goods is an important part of our economy. The $1.646 trillion in exports of goods alone at year-end 2019 accounted for 7.6% of US GDP. That sum, which does not ...
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A Data-Driven Outlook

Have you ever noticed that headlines use adjectives and adverbs? If you are old enough, you remember when we got information without the sensationalism. I am thinking of a New ...
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Adapt, Evolve, Compete

"You adapt, evolve, compete or die." — Paul Tudor Jones
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The Road Map to Recovery

Together we will assess the general economic landscape while discussing how to have confidence in what the leading indicators are saying about your industry. Then we will look ...
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