Among the key themes for 2021 we identified late last year was that the industrial sector would remain a source of strength. Since then,...

A year ago, the US economy plunged into the deepest and fastest economic contraction since WWII. This year, improving health conditions, expanding...

To slow the rise in bond yields and tamp down on accelerated expectations for an increase in official interest rates, we think Fed officials will...

Inflation is picking up across advanced economies (AEs) and emerging markets (EMs), but the data suggests this will again prove temporary. We see...

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...

The services sector partially snapped back in Q3, but the enduring health crisis will make the road to recovery long and uneven. Even after...

The US Recovery Tracker fell 0.6ppts in late October, a third successive drop to the lowest level in 10 weeks. A dangerous cocktail of surging...

Although the US election results have not triggered a significant change to our assessment of the US or global economic outlook for 2021, double...

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...

The US Recovery Tracker slowed to a crawl in the week ended Sept. 11. Despite relatively encouraging news on the health front, the deterioration...