America's Economic Future – A Discussion By Ted Kavadas
The July 2026 Wall Street Journal Economic Forecast Survey was published on July 12, 2026. The headline is “War Leaves Economy With More Stubborn Inflation, Economists Predict.” I found numerous items to be notable – although I don’t necessarily agree with them – both within the article and in the forecasts section. An excerpt: Forecasters …
There are a variety of economic models that are supposed to predict the probabilities of recession. While I don’t agree with the methodologies employed or probabilities of impending economic weakness as depicted by the following two models, I think the results of these models should be monitored. Please note that each of these models is …
For reference, below is a chart of the St. Louis Fed Price Pressures Measures – Deflation Probability [FRED STLPPMDEF] through June 2026. While I do not necessarily agree with the current readings of the measure, I view this as a proxy of U.S. deflation probability. A description of this measure, as seen in FRED: This …
On June 24, 2026 The CFO Survey was released. It contains a variety of statistics regarding how CFOs view business and economic conditions. In the CFO Survey press release, I found the following to be the most notable excerpts – although I don’t necessarily agree with them: Financial decision-makers’ outlooks worsened this quarter amid heightened concern over …
There are a variety of economic models that are supposed to predict the probabilities of recession. While I don’t agree with the methodologies employed or probabilities of impending economic weakness as depicted by the following two models, I think the results of these models should be monitored. Please note that each of these models is …
For reference, below is a chart of the St. Louis Fed Price Pressures Measures – Deflation Probability [FRED STLPPMDEF] through May 2026. While I do not necessarily agree with the current readings of the measure, I view this as a proxy of U.S. deflation probability. A description of this measure, as seen in FRED: This …
The Philadelphia Fed 2nd Quarter 2026 Survey of Professional Forecasters was released on May 15, 2026. This survey is somewhat unique in various regards, such as it incorporates a longer time frame for various measures. The survey shows, among many measures, the following median expectations: Real GDP: (annual average level) full-year 2026: 2.2% full-year 2027: 1.9% full-year 2028: …
Each month I have been highlighting various estimates of U.S. recession probabilities. The latest update was that of April 10, 2026, titled “Recession Probability Models – April 2026.” While I don’t agree with the methodologies employed or the probabilities of impending economic weakness as depicted by these and other estimates, I do believe that the …
The April 2026 Wall Street Journal Economic Forecast Survey was published on April 12, 2026. The headline is “Inflation, Growth and Jobs All Look Worse With the War.” I found numerous items to be notable – although I don’t necessarily agree with them – both within the article and in the forecasts section. An excerpt: …
There are a variety of economic models that are supposed to predict the probabilities of recession. While I don’t agree with the methodologies employed or probabilities of impending economic weakness as depicted by the following two models, I think the results of these models should be monitored. Please note that each of these models is …