The Real Economy: Volume 76
The outlook for inflation
THE REAL ECONOMY |
Download The Real Economy: Vol. 76
Recent increases in growth forecasts, trillions in fiscal stimulus, and the prospect of a household-led boom have spurred a debate around the prospects for inflation. In our view, concerns about inflation risk are premature and overblown. Current monetary policy is well-positioned to support the reflation of the economy, a return to full economic potential this year and full employment over the next three years.
In this month’s The Real Economy, we examine questions about inflation, the impact of the fiscal stimulus on economic growth, how middle market firms are dealing with pricing pressure, and Walmart’s push into consumer finance. Download the full report.
IN THIS ISSUE

The outlook for inflation in the economy: Don't believe the hype
Current monetary policy is well-positioned to support the reflation of the domestic economy and a return to full economic potential in 2021.

Making sense of inflation: Learnings from post-recession recoveries
We anticipate the relative stability and moderate growth that characterized the decade long recovery from the Great Recession.

Living and adapting with COVID-19
Governments and businesses—including the middle market firms that constitute the real economy—will face new challenges.

With embedded finance, Walmart takes aim at financial services
For Walmart, it’s not about winning a battle; it’s about winning the war. And in 2021, it's about winning the digital war.

Middle market trend watch: Dealing with pricing pressures
With the economy poised for robust growth, middle market firms are skeptical that they can pass along price increases to their customers.

Economics of the $1.9 trillion American Rescue Plan Act
The American Rescue Plan Act will provide a robust tail wind to the domestic economy as it recovers from the pandemic.
RSM and UCLA economic forum
Join RSM and UCLA on this webcast to discuss what the pandemic economic fiscal package means for corporate America.