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.
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.
Stress in U.S. supply chains intensified in September, but some modest relief is coming.
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.
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.
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.
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.
Central banks are feeling the heat from the acceleration in inflation and are increasingly nervous that this bout of transitory inflation will linger.
The nation faces a dramatic housing shortage, sending home prices and rents through the roof all over the country.
But the law of demand is delaying the supply-side response to higher prices.
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.