Research Briefing
The US Recovery Tracker rose an impressive 1.5ppts to 99.3 in the week ended October 15, its highest level since...
Research Briefing
The US Recovery Tracker rose an impressive 1.5ppts to 99.3 in the week ended October 15, its highest level since...
Research Briefing
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of...
Research Briefing
The US Recovery Tracker slipped to 97.5 in the week ended October 1, down 0.6pts from its post-pandemic high in...
Research Briefing
The US economy has lost some luster, but demand appears resilient in the face of lingering supply-chain disruptions.
Research Briefing
US GDP topped its peak pre-pandemic level in Q2, but the pace of the economic recovery was largely unchanged as...
Research Briefing
The US Recovery Tracker strengthened in the week ended September 17, rising 0.3ppts to 96.1, but remaining below its early...
Research Briefing
Our new supply-chain stress indicator reveals the US economy faces escalating supply-side challenges. Transportation logjams are the greatest point of...
Consulting Report
This study compares pay at franchised and non-franchised firms; uncovers areas where franchising supports business owners; and evaluates how franchisees...
Research Briefing
The US Recovery Tracker exited the summer on a bright note. It rose 0.7ppts to 96.7 during the two weeks...
Research Briefing
The US economy is past its peak, but that doesn’t mean the recovery is headed into reverse. While a deteriorated...
Research Briefing
More than 11 million individuals will lose access to emergency unemployment benefits at the end of next week creating a...
Research Briefing
We see the strong pull back in long-term US yields since the peak of the reflation trade this year as...
Research Briefing
Our analysis of key economic indicators suggests on balance the economy is in the mid-cycle phase of the business cycle....
Research Briefing
Midwestern and Southern state labor market recoveries are still outpacing the rest of the country. Labor demand has strengthened most...
Research Briefing
The Covid crisis has accelerated the US economy’s automation in a way that we think will outlast the pandemic, leading...
Research Briefing
Enhanced US unemployment benefits are discouraging only a small share of unemployed workers from finding jobs. The disincentive to work...
Research Briefing
Despite a flattening of the yield curve and some position squaring of the socalled reflation trade, we believe our key...
Research Briefing
Our US Recovery Tracker started June with a bang, rising a strong 1.2ppts to 96.1 in the week ended June...
Research Briefing
The US economy is unlikely to experience an inflation regime shift. But after a decade of glacial price rises in...
Research Briefing
Talk of US labor shortages is everywhere. But rather than a shortage, we see a transitory mismatch between the supply...