U.S. Macro & Regional Economic Outlook
While the new year has gotten off to a difficult start, it should end well.
The pandemic will be fading by mid-year and unprecedented monetary accommodation and fiscal support augur well. Yet, there are considerable threats to this optimism and substantial longer-term fallout from the pandemic. In this webinar, we will weigh these cross-currents. Join Mark Zandi and the Moody’s Analytics team for this timely analysis.
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Weekly Market Outlook: One Small Step for Fed
The post-meeting statement from the Federal Open Market Committee strengthens our view that the central bank will provide some additional clarity about its tapering plans in September, but the taper itself won't start until early next year.
Economist: Higher prices will ease by this time next year
As the pandemic recedes, so too will inflation.
Weekly Market Outlook: The Limits of Momentum
We will be adding the Delta variant of COVID-19 to our U.S. risk matrix, but as of now, the odds that it causes significant damage are low.
Macroeconomic Consequences of the Infrastructure and Budget Reconciliation Plans
Federal lawmakers are feverishly working on another massive fiscal plan, including a nearly $600 billion bipartisan infrastructure deal and a $3.5 trillion package of spending and tax breaks to support a range of social investments that the Biden administration and congressional Democrats hope to pass into law via the budget reconciliation process.
Macroeconomic Consequences of the Infrastructure and Budget Reconciliation Plans
In this white paper, we assess the macroeconomic impact of both the bipartisan infrastructure deal and the reconciliation package.
Weekly Market Outlook: It's Still Transitory
The U.S. consumer price index jumped in June, but the market shook it off.
Weekly Market Outlook: What's Pulling the 10-Year Lower?
Technical factors are pulling the U.S. 10-year Treasury yield lower recently.
Housing demand is about to weaken. Here's why
Stress lines are beginning to appear, and the housing market is set to cool off.
Weekly Market Outlook: What a Difference a Year Makes
Throughout the pandemic, corporate credit markets have remained surprisingly calm despite significant and risky debt exposures.
Are We in a Housing Bubble?
The single-family market is hot, with house prices surging in much of the country. Is the market a bubble?
