US Macro

AGMR US Corporate Balance Sheet Indicator, December 2020: Rapid Improvement 

2021: The Strongest Growth in a Generation

US Summary: Despite Resurgence Record Growth in 2021

US Summary: So Far Limited Effects from Covid Resurgence

COVID Resurgence and the Impact on the US Recovery

The New Fiscal Policy Regime

Another US Housing Bubble?

US Summary: Recovery Continues to Power Ahead

US Consumer Spending: What Credit Card Data Suggests

Shock Recessions Are Different