CAPITAL RISK | Economics

The Property Ladder

US Economic Outlook

Second Quarter 2021

Fiscal and monetary stimulus lifted the housing market. Supply and demand imbalances may slow the its ascent and inflation.

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.