Are We Headed for an Economic ‘Rapid Unplanned Disassembly’?

Callan analyst examines the state of the U.S. economy and the prospects for a soft landing.

The U.S. Economy Is More Surprising by the Quarter

Jay Kloepfer analyzes the U.S. and global economies in 4Q23 and for the full year.

Stunning Growth in U.S. Economy as Clouds Loom

This blog post analyzes the economy in 3Q23.

Is Recession Risk Really Off the Table?

Jay Kloepfer analyzes the U.S. economy in 2Q23 and the prospects for a recession.

Higher Interest Rates Work! That’s Good, Right?!

Jay Kloepfer analyzes the U.S. and global economy in 1Q23 and the outlook for rates, GDP, and inflation.

Is a Recession Inevitable in 2023?

Jay Kloepfer analyzes the U.S. economy in 2022 and the outlook for inflation, GDP, and interest rates in 2023.

Mayhem Continues in the Capital Markets

Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.

PCE and CPI: What’s the Difference?

Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.

Recession—Are We There Yet?

Jay Kloepfer analyzes the U.S. and global economies in 2Q22 and explains why we are not technically in a recession.

Geopolitical Upheaval and Unsettled Markets

Jay Kloepfer analyzes the U.S. and global economies at the start of the year amid geopolitical upheaval and market volatility.