US | Sub-national Executive Briefing - September 2020

We introduce our new US Sub-national Executive Briefing, which highlights insights spanning the US macro, industrial, and regional landscapes.

What you will learn:

  • We expect the US economic recovery to slowly advance, but a robust rebound will not be ensured until the virus threat is brought under control.
  • Industries dependent on consumer discretionary spending have suffered the greatest disruptions and will face the slowest and most uneven recoveries. Industries not dependent on physical proximity have incurred less damage, but they too will face a slower rebound ahead.
  • States that took proactive steps early on to contain the virus threat have experienced more sustained recoveries, though the health crisis continues to cast a dark shadow over local economic conditions.

Topics: United States, Monetary policy, Labour markets, Coronavirus, Industry, Demographics, Housing Market, Financial risks, North America, Employment, Recovery, Consumer Credit

US Sub-national Executive Briefing September 2020-1