Our monthly Economic Newsletter provides insightful views to help our clients make more informed financial decisions.
(Printable PDF) 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
(Printable PDF) When Will Inflation Peak? It’s been a rough ride for investors as red ink has spilled profusely so far this year. The losses have been particularly acute in the bond market, which, ironically is usually the refuge for investors seeking safety and stability when conditions get dicey. Not
(Printable PDF) Here Come The Rate Hikes The Russian invasion of Ukraine is primarily a human tragedy, but the global economic costs can’t be ignored – and they are piling up. It’s unclear how long the war will go on; the longer it persists, the greater the toll on world
(Printable PDF) Tumultuous Start To The Year With barely two months in the books, it is hard to remember another year that opened with as much drama as 2022. The swirl of events included the surge and rapid descent of the Omicron variant, spiraling inflation, heart-throbbing geopolitical tensions with Russia,
(Printable PDF) Economy Faces a Winter Chill A winter economic soft patch has begun, as spiking Omicron cases exacerbate supply chain and labor market stress and fuel greater consumer and business caution. While the virus continues to be in the driver’s seat of the recovery, the early 2022 economic cool
Printable PDF Fear & Inflation Cast a Shadow Over 2022 It may not feel like it given the resurgence in Covid health concerns, elevated inflation, and heightened financial market volatility, but the U.S. economy is doing quite well heading into the new year. Unemployment is falling rapidly, people are shopping
Printable PDF 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 to an improving health situation amid ramped-up vaccination efforts, people are traveling again, going to concerts, and engaging in a host of social
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 hard to find, and inflation is surging. Legislators are at loggerheads over the two major pieces of legislation that the White House is struggling to
Printable PDF The U.S. Economy – A Delta Detour The U.S. economy is past its fastest growth phase, but like a marathoner it still has plenty in reserve to continue the run. Until the Delta variant reared its ugly head it was thought that conditions would have returned to normal
The US economy passed a key milestone in the second quarter as it more than recouped output lost during the Covid-induced recession.
The economy just finished the second quarter coming off the second strongest growth rate since 1978. The powerful post-pandemic reopening boost is still unfolding. But the rapid reopening has brought with it a host of problems, highlighting the fact that the road to normalcy is unlikely to be smooth.
Americans are as flexible as they are resilient, so it comes as no surprise that they are efficiently adapting to a post-pandemic world. For sure, the health crisis has not been entirely vanquished.
