Back to top

Economic Outlook: Archive

John Blank

Will the U.S. Economy Be Stronger Than Before the Pandemic?

Could it be that the pandemic was a catalyst and accelerator for developments that were underway even before the recession?

QQQPositive Net Change SPYNegative Net Change DIANegative Net Change

John Blank

Is There a Shortage Crisis Looming?

While consumers have come to terms with the fact that orders might take longer than usual, investors are left wondering what the implication of this could be for the recovery process. Are we simply spinning our wheels for a while and will get back to business as usual soon?

SPYNegative Net Change QQQPositive Net Change DIANegative Net Change

John Blank

Is the Fed Still Measuring Inflation Correctly?

In order to ascertain interest rate risk, introduced by a change in policy on the short end by the Fed, we need to understand consumer price inflation dynamics.

SPYNegative Net Change QQQPositive Net Change DIANegative Net Change

John Blank

What Will Be the Impact of the New Infrastructure Plan?

With the latest round of stimulus checks barely in the mail, traders already moved on to price in the next item on the new administration's agenda: the Infrastructure Plan.

SPYNegative Net Change QQQPositive Net Change DIANegative Net Change

John Blank

Inflation Risk... Much Ado About Nothing?

The U.S. economy's health is steadily recovering. We are seeing signs across various industries of revitalized demand by consumers.

SPYNegative Net Change QQQPositive Net Change DIANegative Net Change

John Blank

When Is the U.S. Economy Going to Recover from Covid-19?

The last few months we witnessed some early signs of a recovery. But it remains unclear.

SPYNegative Net Change QQQPositive Net Change DIANegative Net Change

John Blank

What Will Be the Main Economic Drivers in 2021?

With 2020 in the rear-view mirror, we are leaving behind us a plethora of events that affected and shaped our society and economy.

PFENegative Net Change MRNANegative Net Change BNTXNegative Net Change NDXPositive Net Change

John Blank

The Vaccines Are Here. Are We Out of the Woods Now?

It almost seems like we are just an appointment at the doctor's office away from opening up our economy again.

PFENegative Net Change MRNANegative Net Change BNTXNegative Net Change AZNPositive Net Change

John Blank

What's the 3rd Wave Going to Do to a U.S. Economic Recovery?

We might see a reinstatement of certain state lockdown measures across the country. And spillovers across state lines are very likely. The political will to impose tighter lockdown restrictions will be closely connected to the vacancies (or lack thereof) in hospitals. As lockdown restrictions will be considered the measure of last resort.

SPYNegative Net Change QQQPositive Net Change DIANegative Net Change

John Blank

Presidential Election: How Important Is It to Your Portfolio?

While the coronavirus continues to take a toll on our social and economic activity, and the infections and death tolls climb new staggering heights, the investing world appears to have shifted some attention toward the upcoming election.

SPYNegative Net Change QQQPositive Net Change DIANegative Net Change