The positive economic surprises keep coming for the U.S. economy.
For more on this, see highlights of my report below, followed by a link to the full U.S. Outlook, delivered on Dec. 1.
- Both “soft” indicators, like PMI and consumer confidence indexes, and “hard” indicators, like housing and retail sales, are exceeding consensus expectations.
- We expect a robust 217K jobs were created in November, with the unemployment rate expected to hold at 4.1%.
- Business equipment spending is coming back to life.
- Maintaining this outperformance into 2018 will be extremely difficult.
Read More ›
The current international economic landscape is only reinforcing the relative appeal of the United States.Read More ›
Right now the winners include the U.S. consumer and housing market.Read More ›
The government’s recent estimate that real GDP grew at 5.0% in the third quarter beat economists’ forecasts and triggered a recalibration of our forecasts for 2015.Read More ›
The U.S. economy appears to be holding on to much of its momentum in the third quarter.Read More ›