Supply Chain Briefs
2021
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Fed Signals Taper and Hikes Sooner – 5 Takeaways and 4 Insights for What’s Ahead
September 22 | Dana M. Peterson, Chief Economist and Leader, Economy, Strategy & Finance Center, The Conference Board | Comments (0)The spread of the Delta variant notwithstanding, FOMC participants are inching closer to removing the monetary policy punchbowl possibly as soon as the November meeting. We provide five key takeaways from the September Fed meeting and what it means for the C-Suite.
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August retail sales continued to improve despite Delta variant
September 16 | Erik Lundh, Senior Economist, Global, The Conference Board | Comments (0)Retail spending in August surprised to the upside suggesting continued resiliency in consumption despite the COVID-19 Delta variant.
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Delta Variant Shocks a Still Very Tight Labor Market
September 03 | Gad Levanon, PhD, Former Vice President, Labor Markets, The Conference Board | Comments (0)Comment on August Jobs Report by Gad Levanon, Head of the Labor Market Institute, The Conference Board. Today’s jobs report reflected the effects of both the COVID-19 Delta variant and the severe labor shortage in the US labor market.
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Healthy consumer spending supported by strong labor markets
August 27 | Ataman Ozyildirim, Former Senior Director, Economics, The Conference Board | Comments (0)July Personal Income & Outlays data released this morning, show an economy that is still recovering. Amid shifting demand from goods to services spending, personal consumer expenditures growth slowed.
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Job growth accelerated before Delta
August 06 | Gad Levanon, PhD, Former Vice President, Labor Markets, The Conference Board | Comments (0)Commentary on July US Bureau of Labor Statistics Employment Situation Report
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Wage, income, spending and inflation data all point to continued recovery while pushing against supply constraints
July 30 | Gad Levanon, PhD, Former Vice President, Labor Markets, The Conference Board | Erik Lundh, Senior Economist, Global, The Conference Board | Comments (0)Comment on June Personal Income & Outlay data and the Q2 2021 Employee Cost Index – Erik Lundh, Principal Economist, The Conference Board & Gad Levanon, Vice President, Labor Markets, The Conference Board
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Lower than expected economic growth remained high, but highlights uncertainty
July 29 | Erik Lundh, Senior Economist, Global, The Conference Board | Comments (0)US Real Gross Domestic Product grew by 6.5 percent (annualized) during the second quarter of 2021, below the consensus forecast of 9.1 percent* and The Conference Board’s forecast of 9.0 percent. This quarterly annualized growth rate was up slightly from the 6.3 percent rate seen in Q1 2021, when the economic recovery began to reaccelerate following a difficult winter.
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Fed Holds Policy Line But Leaves Taper Door Open
July 29 | Dana M. Peterson, Chief Economist and Leader, Economy, Strategy & Finance Center, The Conference Board | Comments (0)The Fed held interest rates and large-scale asset purchase amounts steady at the July 28th FOMC meeting. However, policymakers left the door open for changing its tack on when tapering, and ultimately rate hikes, might begin given noted improvement in the US economy.
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Strong Job Gains in June, But Participation Still Disappoints
July 02 | Frank Steemers, Former Senior Economist, The Conference Board | Comments (0)Commentary on June U.S. Bureau of Labor Statistics Employment Situation Report by Frank Steemers, Senior Economist, The Conference Board
