Our US supply-chain stress tracker offers some encouraging news to kick off the new year. Pressures on the inventory front diminished in December,...

The US Recovery Tracker recorded its second straight loss in the week ended Dec. 24, down 0.3ppts to 97.7. Typical weakness ahead of the holiday...

The Infrastructure Investment and Jobs Act (IIJA) will deliver a 2% boost to US construction activity over the next two years, about five times...

The US Recovery Tracker fell sharply in late November as news of the Omicron variant hit financial markets, exacerbating the typical seasonal...

Our US supply-chain stress tracker points to less stress in November. Still, while transportation challenges eased, they remained the greatest...

The US Recovery Tracker rose an impressive 1.5ppts to 99.3 in the week ended October 15, its highest level since February 2020. All six dimensions...

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...

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,...

The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions. With the health situation...

US GDP topped its peak pre-pandemic level in Q2, but the pace of the economic recovery was largely unchanged as the Delta variant sapped some of...