Investment
14 postsBreaking Out of Stagnation: US Productivity Growth Is Clearly Beating Pre-Pandemic Trends Right Now
After taking into account data revisions and the Q3 GDP release, productivity growth is running stronger in the post-pandemic period, at about a 2% annualized pace. This stands...
The Fed's Other Supply-Side Dilemma: Today's Restrictive Policies Are Deteriorating Tomorrow's Housing Supply Outlook
Today's data largely confirmed what we've known for some time now: the Fed's restrictive policies are restricting the level and growth of...
Where High Rates are Restricting Investment
In this piece, we take a deeper dive into the finer details of the national accounts to gain some insight into how exactly monetary policy is restricting investment.
The Investment Picture: Q1 2024
Overall, the Q1 GDP print looks weaker overall than the previous print, with investment growth correspondingly weaker.
