Days before the election, various economic reports painted a picture of a solid economy on strong footing, though you would not know that if you saw a recent poll.
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Whether or not NBER officially makes the recession call, it’s becoming obvious that a slowdown has begun.
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Just in time for Halloween, two reports spooked economists. Does this mean that the U.S. economy looks like zombies from The Walking Dead?
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In March, I wrote about how investors should prepare for inflation and then two months later, I wondered whether high prices would persist. So far, the answer to that question is a resounding, “at least for a while!”
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Mid-year is a perfect time to catch our collective breaths and take stock of where the economy is, and could be heading. Welcome to Intermission 2021!
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The financial freeze of COVID-19 is thawing. 2020 was the worst year for the U.S. economy in decades, but as vaccinations have ramped up and government stimulus efforts continue, 2021 has started on strong footing.
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The combination of accelerated vaccine distribution + trillions of dollars of emergency federal spending + warm weather + pent-up demand + low interest rates = Roaring Twenties for the U.S. economy.
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The first week of November will be presented by the letter “V”… V is for VOTE, VIRUS and VOLATILITY, the themes that will dominate financial markets in the days, and potentially weeks, ahead.
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This week, the government will release its first estimate of economic growth (GDP) for the third quarter and it’s going to be a welcome relief from the first half of the year.
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