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The ripple effect of supply shortages

The ripple effect of supply shortages

Fragile global supply chains are facing another round of port closures, factory shutdowns, production halts and labor shortages.
2021 Mid-Year Outlook

2021 Mid-Year Outlook

Economic momentum underpins positive global equity returns causing gyrations in interest rates, hampering fixed income returns.
RSM US Middle Market Business Index Eases Slightly in May but Overall Remains Strong as the Economy Continues to Reopen

RSM US Middle Market Business Index Eases Slightly in May but Overall Remains Strong as the Economy Continues to Reopen

RSM today announced results of the May 2021 reading for its RSM US Middle Market Business Index (MMBI).
The economic index from RSM shines a light on the middle market

The economic index from RSM shines a light on the middle market

Five years ago, RSM launched an innovative economic indicator called the RSM US Middle Market Business Index.
First-quarter GDP: Growth improves as the recovery accelerates

First-quarter GDP: Growth improves as the recovery accelerates

It's essential that the fiscal and monetary authorities follow through on current policy paths for the economy to return to full employment.
Economic activity accelerates heading into spring

Economic activity accelerates heading into spring

March was another strong month for risk assets, especially in the U.S. as vaccine manufacturing and distribution ramped up.
The Real Economy: May 2021

The Real Economy: May 2021

We examine what is involved in the Biden administration’s ambitious proposal for a $2 trillion infrastructure project over the next decade.
Understanding a $2 trillion infrastructure project

Understanding a $2 trillion infrastructure project

A closer look at the Biden administration’s proposal and how it can improve productivity and, ultimately, raise living standards.
RSM Middle Market Business Index: March 2021

RSM Middle Market Business Index: March 2021

If there is one major takeaway from the March monthly survey, it is that middle market hiring and investment are set to accelerate.
The Real Economy: Volume 76

The Real Economy: Volume 76

We examine inflation from several angles: What to expect, how inflation has behaved historically, the impact of fiscal stimulus, and more.
Understanding the makings of a $2 trillion infrastructure project

Understanding the makings of a $2 trillion infrastructure project

A project that modernizes the national infrastructure means increased jobs, productivity and growth, leading to better living standards.
Economics of the $1.9 trillion American Rescue Plan Act

Economics of the $1.9 trillion American Rescue Plan Act

The American Rescue Plan Act will provide a robust tailwind to the domestic economy as it recovers from the pandemic.
RSM Middle Market Business Index: February 2021

RSM Middle Market Business Index: February 2021

The RSM US Middle Market Business Index declined modestly in February to 120.5 from 123.8 the month before.
The Real Economy: Volume 75

The Real Economy: Volume 75

We examine government transfers, bridging the return to full employment, gender wealth parity, SPACs and capital markets, and cyberthreats.
Optimism abounds

Optimism abounds

While we are constructive on near-term markets, we will focus on the rebound in business activity following progress with the vaccine.
Biden outlines next round of fiscal aid

Biden outlines next round of fiscal aid

The ambitious plan addresses the public health crisis, pandemic economy damage and the rollout of a national vaccination program.