The US Recovery Tracker fell sharply in late November as news of the Omicron variant hit financial markets, exacerbating the typical seasonal...
Gregory Daco
Recent Posts
United States | 2022 Themes: A ‘MESSI’ year ahead
Posted by Gregory Daco on Dec 1, 2021
We anticipate 2022 will be a ‘MESSI’ (Moderating Expansion with Sticky Supply-driven Inflation) year for the US economy. After experiencing one of...
US | Recovery Tracker surpasses its pre-Covid level
Posted by Gregory Daco on Nov 12, 2021
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 dimensions...
US | It ain’t stagflation, but it sure is “M.E.S.S.I.”
Posted by Gregory Daco on Oct 15, 2021
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 –...
US | Recovery Tracker kicks off October on an optimistic note
Posted by Gregory Daco on Oct 14, 2021
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,...
US | Economic resilience amid supply constraints and persistent inflation
Posted by Gregory Daco on Oct 14, 2021
The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions. With the health situation having...
US | Recovery Tracker shakes off Labor Day lull
Posted by Gregory Daco on Sep 30, 2021
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...
US | Recovery Tracker sees strong end to summer
Posted by Gregory Daco on Sep 16, 2021
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...
US | Past peak growth, but still robust heading into 2022
Posted by Gregory Daco on Sep 13, 2021
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...
US | Recovery Tracker cools in late-August hiatus
Posted by Gregory Daco on Sep 2, 2021
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 the...