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Economic Outlook: Archive

John Blank

Can U.S. Healthcare Handle Another Peak COVID Surge?

What of the performance of the U.S. healthcare system, during such a mammoth COVID caseload and hospitalization crisis?

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John Blank

12 Key Risks for 2022

The IIA???s annual report,??"Pulse of Internal Audit," is based on a survey of over 500 internal audit executives. It identifies key risk areas.??

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John Blank

A World Tour of Policy Rate Hikes

With the Fed undertaking a taper, starting in November, Zacks Chief Strategist John Blank outlines this: Jerome Powell & Co. are very likely late in the cyclical game, and way behind many of their peers, in this rapidly expanding business cycle.

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John Blank

How COVID Reshaped Retail Spending, Retailers & Goods Production

Total retail sales in the United States should amount to $5.35T U.S. dollars in 2025, up from around $4.85T in 2019.

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John Blank

What Macro Factors Delivered a Surge to Record Home Prices?

A solo September 2021 fact -- all-time record home prices -- seems almost impossible. But here we are, dealing with another huge run-up in single-family U.S. home prices.

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John Blank

Did COVID Remote Working Launch Economy-Wide Productivity Gains?

In December 2020, 41.8% of the American workforce worked remotely. An estimated 26.7% will still be working from home across 2021, and 36.2 million Americans (22% of the workforce) will be working remotely by 2025.

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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?

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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?

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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John Blank

GDP Growth at -32.9%!!! Have We Finally Reached Rock-Bottom?

It was assumed that the temporary negative effects would be quickly reversed once we open the doors again, and engage in pre-lockdown consumption levels.

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John Blank

Can We Just Print & Borrow Our Way Out of Every Crisis?

Recently, the relationship between the Fed's epic increase in monetary supply and consumer price inflation or deflation has been rocky. At best.

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John Blank

Will the Recovery Take 10 Years? What About a "V" Shape?

Stock market traders appear to be fairly convinced: the V-shaped recovery is already in the bag.

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John Blank

"This Time Is Different!" No, Seriously!

Zacks economists don't want to push the envelope. We wish to provide modest guidance, for how investors can better interpret this current market environment.

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John Blank

What Shape Will the Recovery Look Like? Small V, Large V or Large U?

Despite incomplete information, market participants need to form expectations. The stock markets appear to be bracing for the worst.

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John Blank

Coronavirus: How Bad Will It Get?

As policy measures to contain the disease -- to prevent further illnesses and fatalities -- spread and deepen, it also becomes necessary. Investors must grapple with the degree to which this will affect business activity, both in the U.S. and around the globe.

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John Blank

Coronavirus: How Does It Affect the Global Economy?

For the time being, becoming infected by the regular flu (Influenza) is far more likely in the U.S. ...and deadlier.

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John Blank

Zacks Economic Outlook for 2020

With trade developments (hopefully) in the rear-view mirror, it is prudent in to contemplate a road ahead with less severe scenarios.

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John Blank

Are Fed Rate Cuts Going to Stop the GDP Slowdown?

Will the Fed's latest move be successful in slowing down a deceleration in U.S. GDP growth? That depends on a number of factors.

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