Economic Newsletter – December 2021
A Christmas Wish: More Supply Please The clouds over the U.S. economy are dissipating as one of two key constraints on activity is fading. Thanks
A Christmas Wish: More Supply Please The clouds over the U.S. economy are dissipating as one of two key constraints on activity is fading. Thanks
Printable PDF It’s Not Stagflation, But It Sure Is “M.E.S.S.I” The U.S. economy is going through another rough patch, as supply shortages abound, workers are
Printable PDF A Calmer but Durable Recovery Ahead The economy is coming off the second strongest growth rate since 1978 in the just completed quarter,
Printable PDF Don’t Fret, The Workers Will Come Back Americans are as flexible as they are resilient, so it comes as no surprise that they
Printable PDF Focus On The Trend, Not The Noise The economic environment is ripe for naïve and misguided narratives. Taken at face value, the latest
Printable PDF A Jobs Boom is Near, But Not Full Employment The well-telegraphed heat wave in economic activity is underway. Most key economic data for
Printable PDF A Looming Economic Heat Wave Spring has sprung, and the season of hope is resonating throughout the economy. After suffering a 3.5 percent
Printable PDF Policies Go Big The bleak economic landscape that prevailed in the closing months of 2020 has not faded from the collective memory of
Printable PDF A Chilled But Not Frozen Economy It’s shaping up to be a cold winter for the U.S. economy, as the pandemic continues to
Printable PDF 2021 Can’t Come Soon Enough We’ve always said that the health crisis would determine the path of the economy, and the latest news
Printable PDF Rocky Road to a Vaccine The Covid-19 pandemic has not only sent the nation into its deepest recession since the 1930s, it is
Printable PDF A Host Of Uncertainties To say that uncertainty is rising would be an understatement. Political and policy uncertainties are surging with questions surrounding