Monthly Economic Outlook

Read our commentary and view forecast tables on U.S. and international economic conditions, including projections for the financial markets.

April

• Economic insights: How recent supply chain constraints are affecting the economy‡ – 04/14/2021
• The boom is upon us – 04/07/2021
• Economic insights: American Jobs Plan‡ – 04/07/2021

March

• Economic insights: What’s ahead for the U.S. economy and Florida?‡ – 03/26/2021
• Economic insights: Commercial real estate‡ – 03/25/2021
• Economic insights: Will the economy sink or swim later this year?‡ – 03/23/2021
• Economic insights: Inflation outlook‡ – 03/18/2021
• The awakening of the service economy and a much stronger 2021 – 03/10/2021

February

• We expect the U.S. economy to boom starting in Q2 (PDF) – 02/10/2021
• Monthly macro manual: February 2021 (PDF) – 02/10/2021

January

• Stimulus to boost economic growth in the U.S. (PDF) – 1/13/2021
• Monthly macro manual: January 2021 (PDF) – 1/13/2021

November

• Outlook still depends critically on COVID (PDF) – 11/10/2020
• Monthly macro manual: November 2020 (PDF) – 11/10/2020

October

• Full recovery by mid-2021…with mitigating factors (PDF) – 10/07/2020
• Monthly macro manual: October 2020 (PDF) – 10/07/2020