US Economic Outlook for 2021
A reversal of fortune is in the cards. The summer season may a record settter. The subsequent years will not be so kind.
Record stimulus. Asset inflation. Good & Services inflation requires tight employment. Stay tuned.
A slow vaccine roll out is slowing the rebound. It will pass. Productivity's return is the critical question.
Quick action avoided a calamity in Asia. Demographics and debt may now conspire to the limit future growth.