U.S. Outlook: The consumer is solid; what about housing?

Scott Anderson
Chief Economist
consumer_graph

The incoming economic data continues to justify our sanguine outlook for the U.S. economy in 2014.

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U.S. Outlook: Improving trade balance is a game changer

Scott Anderson
Chief Economist
chart of trade deficit

A major shift in the U.S. trade deficit could signal faster U.S. economic growth this year.

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U.S. Outlook: Downside tail-risks diminish for 2014

Scott Anderson
Chief Economist
gdp_122013

Better-than-expected retail sales in November and upward revisions to prior months are adding to the optimistic picture we’ve been painting for 2014.

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Instant Analysis: December FOMC statement

Scott Anderson
Chief Economist
Closeup of pillars on exterior of Federal Reserve building

The FOMC tiptoed into the taper pool by announcing a reduction in monthly asset purchases at today’s FOMC meeting, starting in January. Beginning next year, the Fed will be purchasing $75 billion a month in agency mortgage-backed securities and Treasury securities, a $10 billion reduction from the current pace of $85 billion.

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