Covenant U - Investment Resources

5-Minute Huddle (blog)

5-Minute Huddle: Returning to “Good, But Not Great” Growth

5-Minute Huddle: Returning to “Good, But Not Great” Growth

Slower growth in a few years is, to some degree, baked in the cake. Our pre-pandemic thesis of “Good, But Not Great” economic growth was based on an aging U.S. population, immigration trends, and demographic headwinds reducing the potential output of the U.S. economy. The massive wave of stimulus put that thesis on pause, but it did not change the fundamentals underpinning the thesis.

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