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    U.S. Regional Economic Outlook: August 2020

    In this webinar, we will identify the areas of the country that are best- and worst-positioned in the coming months and years; discuss various themes, trends, and risks that inform our outlook for different regions; and explore what the data are telling us about what is happening in real time.

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    Weekly Market Outlook: Policy Pivots

    The Federal Reserve will announce that it is accelerating its tapering process at the December meeting of the Federal Open Market Committee, unless the Omicron variant of COVID-19 becomes a clear threat to the outlook or there is a meaningful risk that the U.S. could temporarily breach the debt ceiling.

    December 2021 Pdf Ryan Sweet, Adam Kamins, Steven Shields

    Weekly Market Outlook: Supply-Chain Stress Grows, But Relief Is Coming

    Stress in U.S. supply chains intensified in September, but some modest relief is coming.

    November 2021 Pdf Ryan SweetKatrina Ell, Adam Kamins, Michael Ferlez

    Here's when high inflation will come to an end

    The Delta variant of the virus hit us hard this fall, costing more lives and doing more economic damage, this time by igniting long-dormant inflation.

    November 2021 Pdf Mark Zandi

    Weekly Market Outlook: Under Pressure

    The U.S. consumer price index came in hotter than expected in October, dialing up the pressure on the Federal Reserve to defend its view that inflationary pressures are transitory.

    November 2021 Pdf Ryan Sweet, Adam Kamins, Katrina Ell, Steven Shields

    Macroeconomic Consequences of the Infrastructure Investment and Jobs Act & Build Back Better Framework

    In this white paper, we assess the macroeconomic impact of both the bipartisan infrastructure deal legislation and the reconciliation package of social spending and tax changes.

    November 2021 Pdf Mark Zandi, Bernard Yaros

    Weekly Market Outlook: Fed Starts to Ease off the Accelerator

    The Federal Open Market Committee announced that it will begin to taper its $120 billion in monthly asset purchases, and the pace could be adjusted depending on how inflation, economic activity, and financial market conditions evolve.

    November 2021 Pdf Ryan Sweet, Adam Kamins, Katrina Ell, Michael Ferlez

    Weekly Market Outlook: Some Central Banks Can't Take the Heat

    Central banks are feeling the heat from the acceleration in inflation and are increasingly nervous that this bout of transitory inflation will linger.

    October 2021 Pdf Ryan Sweet, Dr. Martin A. Wurm, Adam Kamins, Katrina Ell, Steven Shields

    The housing crisis will continue if Congress fails to address its root cause

    The nation faces a dramatic housing shortage, sending home prices and rents through the roof all over the country.

    October 2021 Pdf Mark Zandi

    Weekly Market Outlook: No Repeal for Law of Demand

    But the law of demand is delaying the supply-side response to higher prices.

    October 2021 Pdf Ryan SweetMark Zandi, Michael Ferlez

    Weekly Market Outlook: Fundamentals Side With Fed on Inflation

    Angst about the near-term outlook for U.S. inflation is beginning to show as some regional Fed presidents who on net lean hawkish have voiced their concerns.

    October 2021 Pdf Ryan SweetKatrina Ell, Adam Kamins, Steven Shields
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