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Economic Content

Get economic insights from Dan North.

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Dan North, Chief Economist of North America

Read the latest economic news from one of the top economists, Dan North. Learn about the latest trends & analysis to help keep your business growing.
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Economic Blogs

Economic Update: Good News in General, Concerns on Inflation

There is a lot of good news. The high-frequency indicators are showing a rebound in Q4. The October employment report was very strong, and very good news. But we still have a long way to go in the labor market, and the supply/demand imbalance is clearly driving wage inflation which is showing up in many measures

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US: The Economy Slows, Inflation Grows

The economy took a breather in the third quarter, as GDP slowed to a 2.0% q/q annualized rate, significantly weaker than already soft consensus estimates of 2.7%.

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US: Mixed Consumption, Pressure on Wages and Inflation

The retail sales report for August 2021 blew past expectations of falling -0.8% and instead rose +0.7% to a 15% y/y increase.

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US Employment Report: A Major Disappointment

The employment report for August 2021 was a dramatic disappointment. The economy created only 235k jobs vs. expectations of 720k. It was the worst performance of the entire year to date.

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US Economic Update: Mixed News, Good Outlook

Overall, the US economy is still in very good shape – despite the mixed news. We expect strong growth for the rest of this year into next year. However, will the combination of recent inflation, the Delta variant, and slowing vaccinations knock the forecast down some?

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Economic Update: Employment tepid, rest of economy epic

In his latest blog post, Dan North, Chief Economist of Euler Hermes, Americas, explains why job growth in May 2021 was disappointing, while other economic indicators are looking up.

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"Base Effect" Distorting Recent Data

The economy is in very good condition and we expect an unusually strong GDP growth rate of 6.3% for all of 2020, the fastest in over three decades.

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Economic Update: US Personal Income and Consumption

In his latest blog post, Dan North, Chief Economist of Euler Hermes, Americas, looks at the US consumer income and consumption records that were set at the end of April 2021.

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2021 Economic Outlook

The U.S. economy is poised for the strongest growth in over 30 years as we enter the spring of 2021. Read what Dan North has to say about spending power, the labor, housing, and manufacturing markets.

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U.S. Blistering Hot Employment Report

This morning’s employment report for March shows that the breakout expected for this year is indeed underway. This will be a very good year with GDP growth of a rousing 5.3%.

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Economic Update: Consumers Roaring into Spring 2021

In his latest blog post, Dan North, Chief Economist of Euler Hermes, Americas, looks at data indicating the U.S. consumer is starting to awake after a long winter’s sleep.

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Bankruptcies and B2B Payment Issues
Bankruptcies and B2B Payment Issues

Ask an Economist: What’s Next for the Economy?

During our recent webinar, Dan North talked through his outlook for 2021, the current vaccine rollout, and developments in consumption, housing, manufacturing, and employment.

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Review of Feb. 2021 Employment Report

As previously noted, this February's US employment report showed a strengthening economy. It was the best report in five months

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US: Consumers went on an Unexpected Rampage in January

The US consumer came roaring back with a vengeance in January as retail sales sky-rocketed 5.3% m/m, far beyond expectations of 1.2%. It was the first gain after three consecutive months of losses.

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Jobs: Sharp Downward Revisions In The US, An Outright Plunge In Canada

The economy created +49k jobs in January, right around expectations. However the report was not nearly as strong as it looked. The employment situation in Canada took quite a grim turn for the worse, losing a huge -213k jobs in January.

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