Measuring the recovery: Pressing pause
COVID-19’s resurgence in the U.S. has paused the nascent economic recovery. We dive into traditional and high frequency data to show how the pandemic is impacting economic activity and equity market performance.
Measuring the recovery: Reopen for business
High frequency indicators show how broad reopening is impacting consumers, businesses and investors.
Q1 earnings: Back to the future
The first earnings season in the age of COVID-19 is wrapping up, and company reports gave a glimpse into how the pandemic is impacting corporate America.
Why markets are floating past the economic collapse
In this report, we break down today’s payroll data, recent market performance and what investors need to prepare for next.
The Great Reboot: Economy and markets in 2020
Markets are facing the Great Reboot with optimism, while economic data continues to reflect a historic dislocation in labor, demand and supply.
COVID-19 and the impact on the U.S. economy
In this note, we attempt to measure the impact of specific industry shutdowns and outline uncertainties around knock-on effects on consumer spending, business investment and the efficacy of stimulus.