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Season 2, Episode 28: Economic Growth Prospects Are Better Than Advertised

Alex Chausovsky of ITR Economics discusses the metrics pointing to continued recovery from COVID

Alex Chausovsky of ITR Economics joins the podcast to discuss his view that economic recovery in the U.S. is on firmer footing than widely believed.

Content

  • Downside risks do exist. Flu season is approaching but the data is painting a more encouraging picture (3:37);
  • The top leading indicators are predicting a business cycle rise in 2021, led by the consumer (6:17);
  • Employment is a lagging indicator. Other metrics are more telling about the economy’s future prospects (9:53);
  • The election and how that might impact things (11:50);
  • Background on the guest (18:31);
  • The prospects for commercial real estate. Is the office doomed? (30:34)
  • Current opportunities: Look to the defense sector and export-intensive industries in the U.S. (34:44);

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