Notes on the Economy – Q1 2023 Summary
Judging by the economic data, no hare has yet entered the 2023 GDP race; the safest bet is likely on the tortoise.
Notes on the Economy – Q4 2022 Summary
The economy is currently balanced on the edge of a recession precipice, but it could fall over the edge early next year.
Notes on the Economy – Q3 2022 Summary
The Federal Reserve has a full house of policymakers determined to bring inflation down; interest rates will continue upward—even at the risk of recession.
Notes on the Economy – Q2 2022 Summary
U.S. economic output hit a pothole, falling an annualized 1.4%, in the first quarter of 2022; fortunately, the wheels were not knocked off the economic machine.
Notes on the Economy – 1Q 2022 Summary
The U.S. economy, along with the global economy, has been taking a ride on the COVID-19 roller coaster, as growth has alternately accelerated and decelerated.
Notes on the Economy – 4Q 2021 Summary
The Delta variant and global supply-chain disruptions are two primary reasons for the slowdown in growth during the third quarter. However, economic activity is set to rebound in the fourth quarter.
Notes on the Economy – 3Q 2021 Summary
New COVID-19 variants pose a threat to an otherwise positive global economic outlook. Learn more about how that impacts investors in our 24-page report.
Notes on the Economy – 2Q 2021 Summary
The U.S. economy has basted off into a high-growth trajectory. Learn more about how that impacts investors in our 24-page report.
Notes on the Economy – 1Q 2021 Summary
While the U.S. economy slowed considerably in the fourth quarter of 2020, there is reason for optimism as vaccines bring the promise of freedom.
Notes on the Economy – 4Q 2020 Summary
Real GDP around the world saw record-breaking advances in the third quarter, but the course of the economy remains at the mercy of COVID-19.