Gregory Daco

Recent Posts

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...

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...

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...

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...

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...

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...

The 2021 consumer spending liftoff may be delayed, but the rocket is fueled up and ready for launch once health conditions improve. Our detailed...

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,...

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...

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...