Quarterly macroeconomic highlights

Q2 2022

Expansion progresses despite traditional and new risks

Q1 2022

Underappreciated growth drivers heading into 2022

Q4 2021

Growth has slowed, but U.S. economy remains healthy

Q3 2021

Sharp economic recovery to transition to expansion

Q2 2021

Sharp economic rebound is underway in the U.S.

Q1 2021

Sector allocation increasingly important in 2021

Q4 2020

Earnings growth prospects vary by sector as recovery takes hold

Q3 2020

Earliest signs of recovery from sharpest recession in a century

Q2 2020

COVID-19: U.S. cycle was mature and vulnerable to shock

Q1 2020

Consumers continue to drive the U.S. economy