The US Recovery Tracker carried the stalled progress we saw in the month of July into August, falling 0.3ppts to 96.4 in the week ended August 6....
Gregory Daco
Recent Posts
US | Recovery Tracker shows signs of peak growth
Posted by Gregory Daco on Aug 5, 2021
The US Recovery Tracker plateaued in July after a five-month winning streak. While consumers and businesses continue to spend, peak growth is behind...
US | Recovery Tracker climbs in early July despite Delta risks
Posted by Gregory Daco on Jul 22, 2021
The US Recovery Tracker added to its nearly five-month streak of weekly gains in the week ended July 9, rising 0.6ppts to 97.6. Consumers continued...
US | Recovery Tracker climbs as Americans get moving again
Posted by Gregory Daco on Jun 24, 2021
Our US Recovery Tracker started June with a bang, rising a strong 1.2ppts to 96.1 in the week ended June 11 following a 0.6ppts gain in the week...
US | Inflation will be sticky but not oppressive
Posted by Gregory Daco on Jun 24, 2021
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in the wake of the financial crisis, it...
US | Recovery Tracker ends May firing on all cylinders
Posted by Gregory Daco on Jun 11, 2021
Our US Recovery Tracker finished May on a high note, rising 1.5ppts to 94.6 in the week ended May 28. A Memorial Day boost to demand, looser...
US | Recovery Tracker rises with summer around the corner
Posted by Gregory Daco on Jun 3, 2021
The US Recovery Tracker posted its strongest gain in seven weeks, rising 1.2ppts to 93.3 in the week ended May 21. Five of the tracker’s six...
US | Inflation will be higher for longer
Posted by Gregory Daco on May 28, 2021
Over the past year, we have consistently predicted higher inflation stemming from base effects, stronger activity in the wake of the economic...
US | Recovery Tracker looking good ahead of summer liftoff
Posted by Gregory Daco on May 27, 2021
The US Recovery Tracker rose 0.4ppts to 92.1 in the week ended May 14, pointing to solid momentum ahead of the summer liftoff. Four of the tracker’s...
US | Recovery Tracker gave back some gains in early May
Posted by Gregory Daco on May 21, 2021
The US Recovery Tracker fell 0.5ppts to 91.1 in the week ending May 7, the second decline in three weeks. With four of the six subcomponents...