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Quarter-End Insights

Our Outlook for the Economy

U.S. economic volatility is not what the headlines would have you believe.

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  • The Big Four economic indicators show a stable U.S. economy growing at a 2.0%-2.5% rate with minimal inflation.
  • Adjusted for population, GDP growth has not been that far off of trend, but no rocket ships are in my forecast, either.
  • Despite some early headwinds the consumer is finally getting a few good breaks.


Robert Johnson, CFA does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.