Is 2% Growth Good or Bad?

Jay Kloepfer examines GDP growth in 3Q21 and its implications for the future course of the recovery.

Will Headwinds or Tailwinds Prevail?

Kristin Bradbury analyzes the macroeconomic environment in 3Q21 and the year to date.

… And We’re Back! The Rebound of the U.S. Economy

Jay Kloepfer assesses the current state of the U.S. economy.

Wall Street Bets on Transitory Bumps in Inflation

Kristin Bradbury analyzes how the U.S. and global economies and global markets performed in 2Q21, and assesses the outlook coming out of the pandemic.

The U.S. Economy, Now Open for Business

The U.S. economy may be on track for a truly eye-opening expansion, with initial projections pointing to growth rates of 9% or even higher for 2Q.

An Uneven Recovery and an Unreliable Narrator

The path to recovery in the U.S. and most developed economies will likely see the level of GDP regain its pre-pandemic peak in mid-2021.

Good Riddance to 2020!

Most of us are happy to say good-bye to 2020. And there are reasons for optimism as we head into 2021.

Caution: Hard Road Ahead!

GDP growth came roaring back in 3Q20 as expected, notching a 33.1% gain, following the 31.4% decline in 2Q.

The Stock Market Is Not the Economy

The word “unprecedented” to describe the current environment may seem overused, but the speed and depth of the economic disruption was indeed unprecedented.

Main Street vs. Wall Street

While Wall Street was in celebration mode, much of Main Street continued to suffer. Against the backdrop of stellar asset price performance, rising cases of the virus in the U.S. tempered optimism going into quarter-end