US Macro 2020
AGMR US Corporate Balance Sheet Indicator, December 2020: Rapid Improvement
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
US Consumer Spending: Will Lack of Further Stimulus Matter?