Housing outlook remains fundamentally strong
But policy shift in Washington may increase near term risk
THE REAL ECONOMY |
In this issue of The Real Economy, we present our outlook for both housing and autos and take a look at the recent Trump administration proposal on tax reform. Among key insights:
Click links below to read individual articles or download the complete issue.
- A shift in policy in Washington D.C. may increase near-term risk for the housing market.
- An inventory overhang in the auto sector may pressure economic growth in the second half of the year.
- Why the Trump administration’s tax reform proposal may be more important for what it didn’t mention: the border adjustment tax.
- While most consumer products companies are focused on improving profitability this year, there is increased risk for many in this cost-competitive environment.