Economic Perspective Archive

11.19.18

Economic Perspective

Prudential's consulting economist, Robert DeLucia, provides his perspective on the economic and financial climate of the U.S. Below you will find a collection of the articles he writes each week.

 

November 19, 2018 - THE NEXT U.S. RECESSION: TIMING, SEVERITY, AND MARKET IMPLICATIONS

November 12, 2018 - MID-QUARTER ECONOMIC REVIEW AND OUTLOOK

November 5, 2018 - IS THE LONGEST BULL MARKET ON RECORD NEARING AN END?

October 29, 2018 - THE WORLD FINANCIAL CRISIS: LEGACY AND RAMIFICATIONS — PART TWO

October 22, 2018 - THE WORLD FINANCIAL CRISIS: LEGACY AND RAMIFICATIONS — PART ONE

October 15, 2018 - EMERGING MARKET ECONOMIES: HOW VULNERABLE TO CONTAGION?

October 8, 2018 - QUARTERLY INVESTMENT OUTLOOK THIRD QUARTER 2018

October 1, 2018 - QUARTERLY ECONOMIC OUTLOOK THIRD QUARTER 2018

September 24, 2018 - DEMOGRAPHIC FORCES AND THE U.S. ECONOMY

September 17, 2018 - U.S. EQUITY MARKET: A FINAL WINDOW OF OPPORTUNITY?

September 10, 2018 - CHINA AND THE GLOBAL ECONOMY

September 3, 2018 - LONG-TERM RETURNS: DAUNTING CHALLENGES AHEAD

August 27, 2018 - HAS THE HOUSING MARKET REACHED A CYCLICAL PEAK?

August 20, 2018 - HOW VULNERABLE IS THE U.S. ECONOMY TO A RECESSION?

August 13, 2018 - MID-QUARTER ECONOMIC AND INVESTMENT OUTLOOK

August 6, 2018 - IS INVESTOR NEGATIVISM TOWARD EUROPE WARRANTED?

July 30, 2018 - THE RE-LEVERAGING OF CORPORATE AMERICA

July 23, 2018 - IS THERE HOPE FOR VALUE INVESTORS?

July 16, 2018 - U.S. ECONOMIC OUTLOOK: ALTERNATIVE SCENARIOS

July 9, 2018 - QUARTERLY INVESTMENT OUTLOOK SECOND QUARTER 2018

July 2, 2018 - QUARTERLY REVIEW AND OUTLOOK SECOND QUARTER 2018

June 27, 2018 - SPECIAL REPORT - GLOBAL TRADE WAR: HOW LIKELY?

June 25, 2018 - HOW WILL THE HOUSING SUPPLY CRISIS BE RESOLVED?

June 18, 2018 - THE U.S. LABOR MARKET: A RISK TO THE EXPANSION?

June 11, 2018 - SHOULD GLOBAL INVESTORS FEAR AN ITALIAN DEBT CRISIS?

June 4, 2018 - WHEN WILL THE BOOM IN CORPORATE EARNINGS END?

May 28, 2018 - A NEW ERA FOR INVESTORS

May 21, 2018 - THE U.S. BANKING SECTOR: REVIEW AND 2018 OUTLOOK

May 14, 2018 - MID-QUARTER ECONOMIC REVIEW AND OUTLOOK

May 7, 2018 - SHOULD INVESTORS FEAR A FLATTENING YIELD CURVE?

April 30, 2018 - THE OUTLOOK FOR INFLATION

April 23, 2018 - THE U.S. EQUITY MARKET: RISKS AND EXPECTED RETURNS

April 11, 2018 - SPECIAL REPORT GLOBAL TRADE WAR: HOW LIKELY?

April 9, 2018 - FIRST QUARTER INVESTMENT REVIEW AND OUTLOOK

April 2, 2018 - QUARTERLY ECONOMIC OUTLOOK FIRST QUARTER 2018

March 19, 2018 - U.S. FISCAL POLICY AT AN INFLECTION POINT

March 5, 2018 - U.S. OIL PRODUCTION CLIMBS TO AN ALL-TIME HIGH

February 26, 2018 - MID-QUARTER ECONOMIC REVIEW

February 20, 2018 - ANSWERS TO QUESTIONS REGARDING THE OUTLOOK FOR EQUITY INVESTING

February 12, 2018 - WHEN GOOD ECONOMIC NEWS BECOMES BAD NEWS FOR INVESTORS

February 9, 2018 - SPECIAL REPORT: TRACKING THE EQUITY MARKET SELL-OFF

February 5, 2018 - WORLD FINANCIAL MARKETS ENTER A MORE SPECULATIVE PHASE

January 29, 2018 - THE U.S. TREASURY MARKET: AT INCREASING RISK IN 2018

January 16, 2018 - ANSWERS TO QUESTIONS REGARDING THE NEW TAX LAW

January 8, 2018 - ANNUAL INVESTMENT OUTLOOK 2018

January 2, 2018 - ANNUAL ECONOMIC OUTLOOK 2018

December 18, 2017 - THE YEAR IN REVIEW: KEY INSIGHTS ON THE 2017 ECONOMY

December 11, 2017 - THE TREASURY YIELD CURVE: WHAT DOES IT MEAN?

December 4, 2017 - A SYNCHRONIZED GLOBAL ECONOMIC EXPANSION CYCLE

November 20, 2017 - CAPITAL MARKET ASSUMPTIONS: LONG-TERM INVESTMENT RETURNS

November 13, 2017 - RECENT ECONOMIC AND POLICY EVENTS REMAIN SUPPORTIVE OF FINANCIAL MARKETS

November 6, 2017 - MID-QUARTER ECONOMIC REVIEW

October 30, 2017 - THE CLASSIC BUSINESS CYCLE AND WORLD FINANCIAL MARKETS

October 23, 2017 - FREQUENTLY ASKED QUESTIONS REGARDING THE 2018 OUTLOOK

October 9, 2017 - QUARTERLY INVESTMENT OUTLOOK THIRD QUARTER 2017

October 2, 2017 - QUARTERLY ECONOMIC REVIEW AND OUTLOOK THIRD QUARTER 2017

September 18, 2017 - THE U.S. BANKING SECTOR: FAVORABLE LONG-TERM OUTLOOK

September 11, 2017 - THE CORPORATE EARNINGS CYCLE REMAINS INTACT

September 5, 2017 - TIMING THE NEXT RECESSION

August 28, 2017 - THE END OF QUANTITATIVE EASING: IMPLICATIONS FOR FINANCIAL MARKETS

August 21, 2017 - A NONTRADITIONAL ANALYSIS OF INFLATION

August 14, 2017 - MID-QUARTER ECONOMIC REVIEW

August 7, 2017 - CHINA’S GROWTH MOMENTUM: HOW SUSTAINABLE?

July 31, 2017 - SEVEN LESSONS LEARNED FROM THE FINANCIAL CRISIS AND ITS AFTERMATH

July 24, 2017 - FREQUENTLY ASKED QUESTIONS REGARDING THE ECONOMIC OUTLOOK

July 10, 2017 - QUARTERLY OUTLOOK PART TWO: FINANCIAL MARKET OUTLOOK

July 3, 2017 - QUARTERLY ECONOMIC REVIEW AND OUTLOOK SECOND QUARTER 2017

June 26, 2017 - ECONOMIC IMPLICATIONS: THE U.S. ECONOMY AT FULL EMPLOYMENT

June 19, 2017 - THE U.S. HOUSING MARKET: CONTINUED FAVORABLE LONG-TERM PROSPECTS

June 5, 2017 - THE GROWING CLASH BETWEEN OPEC AND THE U.S. SHALE INDUSTRY

May 30, 2017 - THE U.S. ECONOMY IN PICTURES

May 22, 2017 - HAS THE GLOBAL ECONOMY ENTERED A SUSTAINED RECOVERY?

May 15, 2017 - MID-QUARTER ECONOMIC REVIEW

May 8, 2017 - U.S. CORPORATE EARNINGS: HEADWINDS BECOME TAILWINDS

May 1, 2017 - WILL THE FEDERAL RESERVE KILL THE U.S. HOUSING RECOVERY?

April 17, 2017 - THE U.S. EQUITY MARKET: COMPLEX CROSSCURRENTS IN THE OUTLOOK

April 10, 2017 - ANSWERS TO FREQUENTLY ASKED QUESTIONS

April 3, 2017 - QUARTERLY ECONOMIC REVIEW AND OUTLOOK: FIRST QUARTER 2017

March 27, 2017 - U.S. CREDIT MARKETS, ECONOMIC GROWTH, AND FINANCIAL MARKETS

March 20, 2017 - THE EUROZONE ECONOMY: FRAGILE RECOVERY TAKES HOLD

March 13, 2017 - LONG-TERM INVESTMENT RETURNS SHOULD TRAIL HISTORICAL AVERAGES

March 6, 2017 - WORLD OIL MARKETS: THE BEGINNING OF THE END OF REBALANCING

February 27, 2017 - THE U.S. EQUITY MARKET ENTERS A NEW PHASE

February 21, 2017 - CHINA’S ECONOMY IN 2017

February 13, 2017 - MID-QUARTER ECONOMIC REVIEW

February 6, 2017 - FREQUENTLY ASKED QUESTIONS REGARDING THE 2017 OUTLOOK

January 9, 2017 - INVESTMENT OUTLOOK: 2017 AND BEYOND PART TWO: WORLD FINANCIAL MARKETS

January 3, 2017 - ANNUAL OUTLOOK: 2017 AND BEYOND PART ONE: THE GLOBAL ECONOMY

December 19, 2016 - THE YEAR IN REVIEW: AN ANALYSIS OF THE 2016 ECONOMY

December 12, 2016 - THE TRUMP ECONOMIC AGENDA: WHAT SHOULD INVESTORS EXPECT?

December 6, 2016 - HOW VULNERABLE IS THE HOUSING RECOVERY TO RISING MORTGAGE RATES?

November 21, 2016 - MID-QUARTER ECONOMIC REVIEW AND OUTLOOK

November 14, 2016 - 2016 ELECTION: AN EARLY ASSESSMENT OF ECONOMIC & INVESTMENT IMPLICATIONS

November 7, 2016 - THE SECULAR STAGNATION THESIS

October 31, 2016 - AN ASSESSMENT OF CURRENT CREDIT CONDITIONS

October 24, 2016 - UNDERSTANDING THE U.S. TREASURY YIELD CURVE

October 17, 2016 - 2016 PRESIDENTIAL ELECTION: ECONOMIC AND MARKET IMPLICATIONS

October 4, 2016 - QUARTERLY ECONOMIC REVIEW AND OUTLOOK

September 26, 2016 - FREQUENTLY ASKED QUESTIONS

September 19, 2016 - U.S. CONSUMER SPENDING: THE ENGINE FOR ECONOMIC GROWTH

September 12, 2016 - THE U.S. HOUSING MARKET OUTLOOK

September 6, 2016 - EQUITY BULL MARKETS PAST AND PRESENT

August 29, 2016 - RECESSION WATCH: TRACKING THE U.S. BUSINESS CYCLE

August 22, 2016 - CORPORATE PROFITS: THE KEY VARIABLE IN THE US EQUITY MARKET OUTLOOK

August 15, 2016 - MID-QUARTER ECONOMIC REVIEW AND OUTLOOK

August 8, 2016 - WORLD OIL MARKETS IN DYNAMIC TRANSITION

July 25, 2016 - FOUR ALTERNATIVE ECONOMIC SCENARIOS IN A POST-BREXIT WORLD

July 18, 2016 - HOW TO EXPLAIN THE SLOWEST ECONOMIC EXPANSION ON RECORD?

July 11, 2016 - BREXIT, ECONOMIC GROWTH, AND WORLD FINANCIAL MARKETS

July 5, 2016 - QUARTERLY ECONOMIC REVIEW AND OUTLOOK

June 29, 2016 - BREXIT: WHAT DOES IT MEAN?

June 20, 2016 - U.S. LABOR MARKETS, CONSUMER SPENDING, AND MONETARY POLICY

June 13, 2016 - AN ERA OF MODEST RATES OF RETURN THROUGH 2020

June 6, 2016 - CROSSCURRENTS AND DIVERGENCES WITHIN CHINA’S ECONOMY

May 31, 2016 - GLOBAL CAPITAL MARKET UPDATE: INVESTORS REMAIN HIGHLY RISK AVERSE

May 23, 2016 - THE U.S. BANKING SECTOR: UPDATE AND OUTLOOK

May 16, 2016 - MID-QUARTER ECONOMIC REVIEW AND OUTLOOK

May 9, 2016 - THE U.S. EMPLOYMENT CYCLE ENTERS A NEW PHASE

May 2, 2016 - IS THE RALLY IN WORLD OIL PRICES SUSTAINABLE?

April 25, 2016 - FAVORABLE FUNDAMENTALS FOR THE US HOUSING MARKET

April 18, 2016 - U.S. CORPORATE EARNINGS: UPDATE AND OUTLOOK

April 4, 2016 - QUARTERLY ECONOMIC REVIEW & OUTLOOK FIRST QUARTER 2016

March 21, 2016 - ASSESSING THE FINANCIAL HEALTH OF THE U.S. CORPORATE SECTOR

March 7, 2016 - HAS THE U.S. ECONOMY FINALLY BEEN RESTORED TO NORMALCY?

February 29, 2016 - REVIEW OF KEY ASSUMPTIONS REGARDING GDP GROWTH IN 2016

February 16, 2016 - MID-QUARTER ECONOMIC REVIEW & OUTLOOK

February 8, 2016 - WORLD OIL PRICES, THE GLOBAL ECONOMY, AND FINANCIAL MARKETS

February 1, 2016 - ASSESSING THE RISKS OF A US RECESSION

January 19, 2016 - CHINA AND THE CRISIS IN WORLD FINANCIAL MARKETS

January 11, 2016 - LOOKING BACKWARD: KEY PREDICTIONS FOR 2015

January 4, 2016 - ANNUAL ECONOMIC AND FINANCIAL MARKET OUTLOOK

December 21, 2015 - THE YEAR IN REVIEW: ANALYSIS OF THE WORLD ECONOMY IN 2015

December 14, 2015 - FREQUENTLY ASKED QUESTIONS REGARDING THE ECONOMIC OUTLOOK

November 30, 2015 - RESIDENTIAL CONSTRUCTION: SECTOR REVIEW AND OUTLOOK

November 23, 2015 - MID-QUARTER ECONOMIC REVIEW AND OUTLOOK

November 16, 2015 - POWERFUL CROSSCURRENTS IN RECENT US GDP REPORTS

November 9, 2015 - GAUGING THE REBALANCING OF THE WORLD OIL MARKET

November 2, 2015 - POWERFUL CROSSCURRENTS WITHIN THE CHINESE ECONOMY

October 26, 2015 - TEN ECONOMIC THEMES FOR 2016

October 19, 2015 - U.S. AUTO INDUSTRY: SHIFTING INTO HIGH GEAR

October 5, 2015 - QUARTERLY ECONOMIC REVIEW & OUTLOOK THIRD QUARTER 2015

September 28, 2015 - FEDERAL RESERVE POLICY FALLS FURTHER BEHIND THE ECONOMIC CURVE

September 21, 2015 - ANSWERS TO FREQUENTLY ASKED QUESTIONS

September 14, 2015 - AN ASSESSMENT OF U.S. GROWTH PROSPECTS

September 8, 2015 - CHINA’S POTENTIAL IMPACT ON THE GLOBAL ECONOMY

August 31, 2015 - IS THE GLOBAL FINANCIAL MARKET PANIC JUSTIFIED?

August 24, 2015 - MID-QUARTER ECONOMIC REVIEW AND OUTLOOK

August 3, 2015 - U.S. EQUITY MARKET: UPDATE AND OUTLOOK

July 27, 2015 - TIMING THE ONSET OF THE NEXT U.S. RECESSION

July 20, 2015 - A NEW ERA FOR WORLD OIL MARKETS

July 13, 2015 - CRISIS IN GREECE AND THE EUROZONE

July 7, 2015 - QUARTERLY ECONOMIC OUTLOOK SECOND QUARTER 2015

June 29, 2015 - FIVE PRECONDITIONS FOR DURABLE ECONOMIC GROWTH

June 22, 2015 - WORLD FINANCIAL MARKETS: PROJECTED INVESTMENT RETURNS THROUGH 2020

June 8, 2015 - IMMINENT U.S. RATE-TIGHTENING CYCLE: WHAT TO EXPECT

June 1, 2015 - MID-QUARTER ECONOMIC REVIEW: FASTER GLOBAL GROWTH AHEAD

May 26, 2015 - ARE CHINESE EQUITIES STILL ATTRACTIVE?

May 18, 2015 - UPDATING THE OUTLOOK FOR U.S. CONSUMER SPENDING

May 4, 2015 - THE TRANSFORMATION OF WORLD OIL MARKETS

April 27, 2015 - A TEMPORARY PAUSE IN THE TRADITIONAL U.S. PROFIT CYCLE

April 20, 2015 - THE U.S. BANKING SECTOR: CONTINUED REHABILITATION

April 7, 2015 - QUARTERLY ECONOMIC REVIEW & OUTLOOK FIRST QUARTER 2015

 March 30, 2015 - ASSESSING THE RISK OF GLOBAL DEFLATION

March 23, 2015 - THE SURGING DOLLAR: ECONOMIC AND FINANCIAL MARKET IMPLICATIONS

March 9, 2015 - CHINA FACES A NEW NORMAL

January 26, 2015 - REVIVAL OF THE AMERICAN CONSUMER?

Quarterly Economic Review and Outlook 3Q14

January 20, 2015 - THE ECONOMIC OUTLOOK: QUESTIONS AND ANSWERS

Quarterly Economic Review and Outlook 3Q14

January 5, 2015 - ANNUAL ECONOMIC OUTLOOK FOR 2015

Quarterly Economic Review and Outlook 3Q14

December 15, 2014 - PLUNGING WORLD OIL PRICES: ECONOMIC AND MARKET IMPLICATIONS

Quarterly Economic Review and Outlook 3Q14

November 10, 2014 - ANALYSIS OF THIRD QUARTER GDP AND CORPORATE EARNINGS REPORTS

Quarterly Economic Review and Outlook 3Q14

October 27, 2014 - THE U.S. BANKING SECTOR: STEADILY IMPROVING FINANCES

Quarterly Economic Review and Outlook 3Q14

October 13, 2014 - HOW SUSTAINABLE IS THE DECLINE IN WORLD OIL PRICES?

Quarterly Economic Review and Outlook 3Q14

October 13, 2014 - QUARTERLY ECONOMIC REVIEW AND OUTLOOK: THIRD QUARTER 2014

Quarterly Economic Review and Outlook 3Q14

September 8, 2014 - HOUSING MARKET RECOVERY: HOW SUSTAINABLE?

Economic Perspective September 8, 2014

September 2, 2014 - MAKING SENSE OF GLOBAL INTEREST RATES

Economic Perspective September 2, 2014

July 21, 2014 - THE U.S. NATURAL GAS REVOLUTION: REVIEW, OUTLOOK, AND IMPLICATIONS

Economic Perspective July 21, 2014

April 14, 2014 - U.S. EQUITY MARKET PERSPECTIVES

Economic Perspective March 17, 2014

April 7, 2014 - QUARTERLY ECONOMIC REVIEW & OUTLOOK: FIRST QUARTER 2014

Economic Perspective March 17, 2014

March 31, 2014 - ECONOMIC AND INVESTMENT OUTLOOK: FREQUENTLY ASKED QUESTIONS

Economic Perspective March 17, 2014

March 17, 2014 - THE U.S. BANKING SECTOR: AN ASSESSMENT OF CURRENT FUNDAMENTAL CONDITIONS

Economic Perspective March 17, 2014

March 3, 2014 - CROSSCURRENTS IN THE U.S. LABOR MARKET

Economic Perspective February 10, 2014

February 10, 2014 - U.S. GROSS DOMESTIC PRODUCT: A STEADILY IMPROVING TREND

Economic Perspective February 10, 2014

January 20, 2014 - FEDERAL RESERVE POLICY, ASSET BUBBLES, AND INFLATION

Economic Perspective December 9, 2013

January 7, 2014 - ANNUAL OUTLOOK: STEADILY IMPROVING PROSPECTS FOR GLOBAL ECONOMIC GROWTH

Economic Perspective December 9, 2013

December 16, 2013 - LONG-TERM PROSPECTS FOR WORLD FINANCIAL MARKETS

Economic Perspective December 9, 2013

December 9, 2013 - MAJOR ECONOMIC TRENDS IN THE LONG-TERM OUTLOOK

Economic Perspective December 9, 2013

November 18, 2013 - WHY INVESTORS SHOULD ASSUME FASTER ECONOMIC GROWTH IN 2014

November 4, 2013 - EMERGING MARKET ECONOMIES: ECONOMIC REVIEW AND OUTLOOK

OCTOBER 21, 2013 - U.S. LABOR MARKET CONDITIONS: REVIEW AND ANALYSIS OF KEY TRENDS

OCTOBER 14, 2013 - MAJOR INVESTMENT THEMES FOR 2014

October 7, 2013 - QUARTERLY ECONOMIC REVIEW AND OUTLOOK: THIRD QUARTER 2013

September 30, 2013 - QUESTIONS REGARDING THE FUTURE THRUST OF FEDERAL RESERVE POLICY

September 23, 2013 - KEY ECONOMIC ISSUES: A BRIEF REVIEW AND UPDATE

September 16, 2013 - MANUFACTURING: THE CASE FOR AN AMERICAN INDUSTRIAL REVIVAL

September 3, 2013 - RECESSION WATCH: CHECKLIST OF TWELVE CRITICAL FUNDAMENTAL FACTORS

August 26, 2013 - THE OUTLOOK FOR U.S. INTEREST RATES: IMPLICATIONS FOR FINANCIAL MARKETS

August 12, 2013 - UNFOLDING CLASSIC BUSINESS EXPANSION: ECONOMIC AND INVESTMENT IMPLICATIONS

August 5, 2013 - NEW U.S. GDP DATA SUPPORTIVE OF FASTER GROWTH IN FUTURE YEARS

July 15, 2013 - CHINA ECONOMIC UPDATE: GROWING NEED FOR ECONOMIC REFORM

July 8, 2013 - SUSTAINABILITY OF THE BUSINESS CYCLE EXPANSION: CRITICAL VARIABLES

July 1, 2013 - QUARTERLY ECONOMIC REVIEW AND OUTLOOK: SECOND QUARTER 2013

June 24, 2013 - FOREIGN EXCHANGE MARKET: OUTLOOK FOR THE U.S. DOLLAR

June 17, 2013 - WHY U.S. ECONOMIC GROWTH SHOULD SURPRISE ON THE UPSIDE

June 10, 2013 - FEDERAL RESERVE POLICY: MARKET REACTION GREATLY EXAGGERATED