Infrastructure outages from the mid-February winter storm caused massive disruptions to life in Texas, but damage to the US economy won’t be...
Oren Klachkin
Recent Posts
Where the Covid-led surge in US housing is hottest
Posted by Oren Klachkin on Feb 18, 2021
Housing activity has boomed since the Covid crisis. Our new State Housing Market Scorecard reveals that the demand surge was most pronounced in...
Despite stronger revenues, states won’t rush to spend
Posted by Oren Klachkin on Dec 23, 2020
US state and local government revenues are faring much better than initially feared, likely reducing the need for further significant spending...
United States: US Industry and Regional Executive Briefing – November 2020
Posted by Oren Klachkin on Nov 18, 2020
Businesses are treading cautiously as the unchecked health crisis threatens to send the recovery into reverse in the absence of further fiscal...
Resurgent Covid could stymie services’ rebound | U.S.
Posted by Oren Klachkin on Nov 16, 2020
The services sector partially snapped back in Q3, but the enduring health crisis will make the road to recovery long and uneven. Even after...
Metro areas are lagging as the country slowly recovers | U.S.
Posted by Oren Klachkin on Nov 6, 2020
Bidenomics’ positive impacts for US industries and regions | U.S.
Posted by Oren Klachkin on Oct 29, 2020
Analysing Joe Biden’s policy agenda, we find that all industries and states would fare better than they would under a status quo policy...
Durable Goods – August 2020 | U.S.
Posted by Oren Klachkin on Sep 25, 2020
Durable goods orders rose 0.4% in August, yet the 4th successive monthly gain was much slower than the 11.7% July advance. Core orders and...
Philadelphia Fed Business Outlook – September 2020 | U.S.
Posted by Oren Klachkin on Sep 17, 2020
The third consecutive monthly decline of the Philly Fed manufacturing index in September signals regional activity is gradually falling in line...
US State Recovery Trackers find uneven rebounds | U.S.
Posted by Oren Klachkin on Jul 9, 2020