Gregory Daco

Recent Posts

The US Recovery Tracker fell sharply in late November as news of the Omicron variant hit financial markets, exacerbating the typical seasonal...

We anticipate 2022 will be a ‘MESSI’ (Moderating Expansion with Sticky Supply-driven Inflation) year for the US economy. After experiencing one of...

The US Recovery Tracker has topped its pre-pandemic level, rising 0.8ppts to 100.9, in the week ended Oct. 29. Four of the tracker’s six...

It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of “M.E.S.S.I.” inflation dynamics...

The US Recovery Tracker slipped to 97.5 in the week ended October 1, down 0.6pts from its post-pandemic high in the previous week. Nonetheless,...

The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions. With the health situation...

The US Recovery Tracker strengthened in the week ended September 17, rising 0.3ppts to 96.1, but remaining below its early summer peak as it...

The US Recovery Tracker exited the summer on a bright note. It rose 0.7ppts to 96.7 during the two weeks ended September 3 – the highest reading...

The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated health situation and lingering...

The US Recovery Tracker slid to its lowest level in nearly three months during the week ended August 20, declining 0.2ppts to 95.7. Still, while...