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Job Market Signals and a Call to Action

There are a lot of different way to assess the state of the US job market. With a variety of data points being reported, it is sometimes difficult for business leaders to make ...
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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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The Paycheck Protection Program and Flexibility Act Impact

According to the latest report from the US Small Business Administration, more than 4.5 million businesses were approved for loans through the Paycheck Protection Program (PPP) ...
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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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Amid Historic Job Losses, Incomes Are…Rising?

It may sound counterintuitive, but it’s true. US Disposable Personal Income in April was 13.8% higher than the year-ago level.
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