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.
The U.S. economy has basted off into a high-growth trajectory. Learn more about how that impacts investors in our 24-page report.
Biden’s massive infrastructure proposal raises many concerns but also the possibility for decades of economic growth—if done right.
Thanks to vaccines and good monetary policy, U.S., China and Europe should lead what is shaping up to be stellar year for global growth; unvaccinated nations will be left behind.
Hard-hit service sector leads the growing economic surge as American consumers unleash pent-up demand.
Investors awaited—with breath abated—this week’s estimate of March inflation.
China is an economic behemoth, second only to the United States, and plans to take the top spot by 2050.
As the pandemic recedes and businesses fully reopen, people will eagerly cast-off last year’s shackles and sprint towards familiar norms.
There is a high likelihood that inflation will spike in 2021 as consumers resume normal life, unleashing pent-up demand for goods & services.
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.
Parts of the stock market today resemble a classic bubble but others don’t.