Economic Outlook 2H 2020

Economic Outlook 2H 2020

PUBLISHED JULY 2020 Economic Outlook 2H 2020 A multi-scenario analysis of the U.S. economy for the second half of 2020, an update to our pandemic expectations, and an updated industry outlook.   Executive Summary The global spread of COVID-19 has impacted the economy...
The Pandemic Economy

The Pandemic Economy

PUBLISHED MAY 2020 The New Pandemic Economy Multiple phases, an industry minefield, & all the cash the fed can print. A deep dive into the new pandemic economy The Three Phases We view the disruptions from COVID-19 in three distinct phases of economic activity:...
COVID-19 Economic Update

COVID-19 Economic Update

COVID-19 Economic Update Two catalysts in one. Published: March 2020 Unexpected Turbulance  The world is going through significant turbulence right now. The spreading of COVID-19 has become top of mind for everyone. First, we hope everyone stays healthy and this virus...
2020 Economic Outlook

2020 Economic Outlook

2020 Economic Outlook It’s all about the consumer Published: February 2020 Executive Summary Last year, we noted end market users could potentially reduce “discretionary” spending categories (i.e. advertising, technology, and other variable cost areas) due to...
Recession Outlook – Third Quarter 2019

Recession Outlook – Third Quarter 2019

Recession Outlook Third Quarter 2019 The U.S. is unlikely to see a recession in the next 12-months Published: August 2019 Executive Summary Our proprietary recession model predicts a low probability of a recession occurring in 2019 and the first half of 2020, but the...
Recession Outlook – Second Quarter 2019

Recession Outlook – Second Quarter 2019

Recession Outlook Second Quarter 2019 The U.S. is unlikely to see an economic correction in the coming year Published: April 2019 Executive Summary Our proprietary recession model continues to show a low probability of a recession occurring in 2019. Supporting U.S....