Growth in the U.S and globally is expected to cool from 1H21's torrid pace, but fundamentals remain positive
Pay close attention to how labor market dynamics unfold over the next three months.
For skeptics who have yet to take the Federal Reserve at its word, its response to recent inflation data should be another indicator...
Worried about inflation? Pay close attention to how labor market dynamics unfold over the next three months.
We have strong conviction that the U.S. and global economic expansion will continue at an above trend pace this year, and that growth will persist into 2022.