Author: Jason Benderly

US Fiscal Policy Support – Quarter by Quarter

US Summary and Outlook: Still on Track for Our ‘Bad’Scenario

US Summary: The Decline Is Steep and Fast

Coronavirus Relief Act –Large Enough and Simple Enough to Cushion the Income Shock

Prepare for a Dramatic Spike in US Initial Claims

US Summary: Baseline Going into the Coronavirus

US Summary: Mixed Signals but Steady Outlook

The Next Step for US Core PCE Inflation: Headed To 2%

AGMR US LI: Continuing to Signal Moderate/Strong Domestic Private Demand Growth in 2020 

US Summary: Recent Data Slightly More Favorable