Monthly Newsletter

The Economic Watch

The Economic Watch is our complimentary newsletter, covering recent trends in the U.S. and California economies. Read below for timely information that is critical to organizations across a wide range of industries.

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2025 Newsletters

January

Promises of the New Administration and how they would Impact the Economy

February

Status to date of the 2025 Economy: A short macroeconomic assessment

March

An Age of Uncertainty

April

Tariffs, Interest Rates, Stock Prices

May

The Recession of 2025: Myth or Reality in the Age of Uncertainty

June

The Economic Outlook for California at Mid-Year

July

AI is already affecting the labor markets

2024 Newsletters

January

The Workforce Gap

February

Are We Starting out the Year Happy?

March

Will the Fed Lower Rates in 2024?

April

The Outlook for the U.S. and California Economies

May

When the Mainstream Economic Narrative isn’t Reporting

June

Is a Return to the Office Inevitable?

July

It’s Still The Economy Stupid 

August

A Softening Labor Market?

September

Unresolved and New Issues Impacting U.S. Economic Growth

October

How Mass Immigration is changing the U.S. and California Economy

November

Why are Longer Term Rates Moving Higher After Rate Cuts by the Fed?

December

Epilogue to 2024: A better year than expected

2023 Newsletters

January

The Recession in Housing

February

Mixed Signals: When is the Recession Coming?

March

What About All The Layoffs?

April

A Housing Bubble: Is The Sky Falling Again?

May

Progress on the Inflation Front, and Can We Avert Stagflation?

June

What Janet Yellen Doesn’t Tell You

July

Stormy Weather Remains at Bay

August

Symptoms of a Tight Labor Market

September

Strong Growth Ahead But Look for Housing to Correct

October

When Good News is Bad News a slowdown is Coming

November

As 2023 Sunsets, Some California Issues Resolved; Others Remain

December

Strong and Weak Momentum as 2024 Approaches

2022 Newsletters

January

The New Normal for 2022

February

Are We Back to Normal Yet?

March

Our Economic Well-Being…

April

The Joyless Economy

May

Determination and Walking a Tightrope

June

Surveys and Why They Matter

July

Problems Stacking Up

August

No Recession in California Yet

September

Can the Vibrant Development Environment Save California From a Recession? Part 1

October

Can the Vibrant Development Environment Save California From a Recession? Part 2

November

When are Gasoline Prices Returning to Normal?

December

Preparing your Business Plan for 2023

2021 Newsletters

January

Outlook for 2021: Can We Count on the Rosy Consensus Forecast?

February

Progress of the Recovery: The Outlook is Still Hazy

March

Moving into the Red Tier and Another Surge?

April

The US Economy Comes Roaring Back and California Reopens

May

Back on Track Faster Than Expected . . . and Residential Real Estate Demand Remains Firm

June

California opens in a few days…

July

Inflation: Is it Really Only Transitory…?

August

The Delta Variant: Not Much Effect on the California Economy

September

The California Economy Post Pandemic


October



The Great Supply Disruption


November



Stagflation: What’s the Chance?


December



An Early Alarm: issues that will persist in 2022