Economic Newsletter – March 2023
Renewed economic vigor is upending expectations. Last year ended with a thud, with consumers retrenching, inflation receding, and financial markets slumping.
Economic Newsletter – February 2023
Slowing Inflation Offers Hope for 2023 Printable PDFMurphy’s Law played out in dramatic fashion last year, as virtually anything that could go wrong seemingly did. The pandemic morphed into a new variant; Russia’s invasion of Ukraine ignited a spike in energy, food and other commodity prices that reinforced the worst inflation outbreak in 40 years; […]
Economic Newsletter – January 2023
It was a rough 2022, but the U.S. economy survived the myriad headwinds thrown at it, including raging inflation, geopolitical stress, skyrocketing interest rates, declining stock prices, a recurring COVID-19 wave, and the most aggressive pivot towards monetary tightening in more than forty years.
Economic Newsletter – December 2022
Has the inflation worm turned? It’s still early, but the signs are encouraging as an expanding list of price measures are pointing to slower increases. Whether this favorable trend continues is an open question; many factors underpinned the astonishing inflation cycle of the past two years and many don’t fit into conventional economic models that make predictions a bit easier.
Economic Newsletter – November 2022
Alarms warning of a recession ring louder with each rate hike by the Federal Reserve. So far this year, there’s been plenty – five since March and still counting.
Economic Newsletter – October 2022
Enough is enough! The economy has demonstrated an astonishing amount of resiliency against the headwinds thrown at it over the past two years—Covid-19, both short and long, surging energy prices, spiraling interest rates, supply shortages and, not least, stubbornly high inflation.
Economic Newsletter – September 2022
As summer draws to a close, the debate over whether the economy is overheated or rapidly cooling remains unanswered.
Economic Newsletter – August 2022
Economic Newsletter August 2022 Don’t Rule Out A Soft LandingIn real estate, they say location is everything. In economics, timing is paramount. With prices rising at a pace not seen since the early 1980s, the Federal Reserve admittedly waited too long to start putting on the brakes, believing that the initial stage […]
Economic Newsletter – July 2022
Economic Newsletter_July 2022 For the Fed, Failure to Curb Inflation is Not An Option Last year the main debate among economists was whether the inflation upsurge that suddenly gripped the nation was transitory or lasting. Most, including policymakers at the Federal Reserve, blamed transient forces related to the pandemic, which they believed would fade as […]
Economic Newsletter – June 2022
Economic Newsletter_June 2022 Fading but still sturdy profits should sustain growth Although the coronavirus recession ended two years ago and the U.S. economy embarked on a remarkably strong recovery, many commentators are sounding alarms that a recession is just around the corner. While we are not in that camp – yet – it would be […]
