The $1.2 trillion infrastructure legislation and the middle market
This legislation represents the most significant modernization of the nation’s infrastructure since the middle of the 20th century.
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The Real Economy: December 2021
Nearly two years into the pandemic, there are signs that the worst of a once-in-a-century shock to the global economy is beginning to fade.
Looking ahead to 2022
Nearly two years into the pandemic, there are signs that the worst of a once-in-a-century shock to the global economy is beginning to fade.
The American labor market, business and the post-pandemic economy
Widespread labor shortages are hampering companies’ ability to capitalize on an expanding economy as the country recovers from a pandemic.
Lessons from the American dream mega-mall
What happens when a real estate investor does not look at changing consumer preferences when undertaking a new project?
Homebuilders, facing material shortage, can’t meet soaring demands
Even as the housing market leads the U.S. economic recovery, homebuilders are facing new pressures as they try to meet surging demand.
Bottlenecks in the supply chain
The robust economic expansion that is underway is unfolding in a unique fashion, and it is not for the fainthearted.
The Real Economy: September 2021
Everything from semiconductors to employees is in short supply as the economy recovers from the shock of the pandemic.
Why inflation expectations remain subdued
Inflation expectations remain remarkably well anchored despite the recent five-month surge in topline inflation.
Understanding a $2 trillion infrastructure project
A closer look at the Biden administration’s proposal and how it can improve productivity and, ultimately, raise living standards.
How pandemic savings might have saved the day
We are confident that the year will end with the unemployment rate as low as 4.1% and the economy growing by 7.5% on a yearly basis.
First-quarter GDP: Growth improves as the recovery accelerates
It's essential that the fiscal and monetary authorities follow through on current policy paths for the economy to return to full employment.
Residential costs surge amid supply constraints
Everything from lumber to asphalt to cement to insulation has soared in price as the homebuilding industry has heated up.
Clean energy infrastructure is a key part of Biden’s jobs plan
Companies in the energy industry and related sectors need to pay close attention to what the bill could potentially mean for them.
Understanding the makings of a $2 trillion infrastructure project
A project that modernizes the national infrastructure means increased jobs, productivity and growth, leading to better living standards.
Directors reflect on how a vaccine and the election will shape 2021
After the US presidential election and looking ahead to a new year, most companies are still wondering when the world will return to normal.
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