Inside Track September 2021

Delta driven deceleration is a reality, but so too is long-awaited increased productivity. The climate crisis and contingent extreme weather events are not going away. Despair and obliviousness are not an option; we need bright ideas and radical policy. China is deploying this to tackle inequality.  A post-Afghanistan, weaker US will worry the Disillusioned with traditional…

Inside Track August 2021

With the delta variant, uncertainty is all pervasive, and the concomitant resurgence of cases around the world could derail the global recovery. High-frequency data paints a blurred picture, but risks to growth have shifted to the downside because of a pullback in services spending. To a large extent, vaccination rates drive national recoveries, thus widening…