Our US Recovery Tracker rose 1.2ppts to 81.9 in the week ended Feb. 12 – its highest level since October. Improving health dynamics remained...
Gregory Daco
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US Recovery Tracker maintains momentum in early February
Posted by Gregory Daco on Feb 19, 2021
Our US Recovery Tracker recorded its fourth rise in five weeks, climbing 2.2ppts to 80.5 in the first week of February. Five of the six...
US Recovery Tracker maintains its upward trajectory
Posted by Gregory Daco on Feb 12, 2021
Our US Recovery Tracker is back at early November levels, rising 0.6ppts to80.2 in the week ended Jan. 29. Improving health conditions are behind...
Stimulus may heat up the economy, but won’t burn it
Posted by Gregory Daco on Feb 11, 2021
The debate around the economy’s need for Biden’s $1.9tn American Rescue Plan (ARP) is heating up. A few prominent economists recently argued that...
US Recovery Tracker extends gains, signals end of soft patch
Posted by Gregory Daco on Feb 4, 2021
Our US Recovery Tracker turned higher in the week ended Jan. 22, posting astrong 2.0ppt advance to 79.0. Gains in health conditions, which saw the...
US Recovery Tracker perks up on slower virus spread
Posted by Gregory Daco on Jan 29, 2021
The US Recovery Tracker rose 2ppts to 76.1 in the week ending Jan. 15, thelargest one-week advance since mid-June. Improving health conditions and...
Consumer liftoff delayed, but ready for spring launch
Posted by Gregory Daco on Jan 25, 2021
The 2021 consumer spending liftoff may be delayed, but the rocket is fueled up and ready for launch once health conditions improve. Our detailed...
US Recovery Tracker rose modestly after the holidays
Posted by Gregory Daco on Jan 21, 2021
The US Recovery Tracker rose 0.3ppts to 76.4 in the first full week of 2021, but it remained lower than its pre-holidays level. Importantly,...
Key themes 2021: North America looks to a brighter future | U.S
Posted by Gregory Daco on Dec 10, 2020
Control over the virus will determine the economic outlook in 2021. While it’s been a long and tiresome year, a brighter future is within reach if...
A chilly holiday season for consumers | U.S.
Posted by Gregory Daco on Nov 19, 2020
We expect holiday sales to register a small advance this year, up only 0.6% y/y. While phase one of the recovery proved that fiscally supported...