
U.S. Walks an Economic Tightrope—One Slip and…
The United States responded to the COVID-19-induced recession with vast fiscal stimulus and government relief, making the economic outlook bright through 2022, but all that deficit spending might cause trouble after that.

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.

Any Infrastructure Plan Needs a Watchful Eye—From You and Me
Biden’s massive infrastructure proposal raises many concerns but also the possibility for decades of economic growth—if done right.

Global Economy Poised to Sizzle, but Many Countries Will Just Fizzle
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.

Service Sector Accelerates Toward Springtime Boom
Hard-hit service sector leads the growing economic surge as American consumers unleash pent-up demand.

March Inflation: Spike, Spiral, or Something Else?
Investors awaited—with breath abated—this week’s estimate of March inflation.

For Better or Worse, China Is Playing for Keeps
China is an economic behemoth, second only to the United States, and plans to take the top spot by 2050.

U.S. Speeds Toward Full Recovery—Likely by Year End
As the pandemic recedes and businesses fully reopen, people will eagerly cast-off last year’s shackles and sprint towards familiar norms.

Boom Time Comes With Inflation Risks
There is a high likelihood that inflation will spike in 2021 as consumers resume normal life, unleashing pent-up demand for goods & services.

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.



