Speed Bumps & Headwinds

Check out the accompanying pdf and chart collection. (1) A great leading indicator. (2) A business-cycle recovery on steroids and speed, but now what? (3) From tailwinds to headwinds. (4) The pandemic: It’s all Greek to me. (5) Slowdown ahead. Will it be normal or abnormal? (6) Parts shortages set the stage for more pent-up demand. (7) Small business owners can’t get enough help. (8) Liquidity growth is peaking too. (9) More tapering talk. (10) Productivity growth peak is a few years away and likely twice as fast as now. (11) “Substantial further progress” has been made. (12) Open for business with a record 10.1 million job openings.