Where’s The Recession?

Unfortunately, a worldwide economic recession in 2021 appears to be a foregone conclusion. The coronavirus has already wreaked havoc on businesses and economies around the world, and experts predict that the devastation will only get worse. Fortunately, there are methods to prepare for a downturn in the economy: live within your means.

What is the state of the economy in 2021?

“While Omicron will slow growth in the first quarter, activity is projected to pick up nicely once the newest pandemic wave has passed and supply-chain issues have been resolved,” said Sal Guatieri, a senior economist at BMO Capital Markets in Toronto.

“As it navigates underlying economic strength, rising labor shortages, and stubbornly high inflation, the Fed will need to remain ‘humble and flexible.'”

The economy increased at its fastest rate since 1984 in 2021, with the government providing roughly $6 trillion in epidemic relief. In 2020, it shrank by 3.4 percent, the most in 74 years.

President Joe Biden swiftly claimed credit for the outstanding performance, calling it “no accident.”

After Congress failed to approve his key $1.75 trillion Build Back Better legislation, Biden’s popularity is declining amid a stalled domestic economic plan.

In a statement, Biden said, “We are finally building an American economy for the twenty-first century, and I urge Congress to keep this momentum going by passing legislation to make America more competitive, strengthen our supply chains, strengthen our manufacturing and innovation, invest in our families and clean energy, and lower kitchen table costs.”

According to the government’s advance GDP estimate, gross domestic product increased at a 6.9% annualized pace in the fourth quarter. This follows a third-quarter growth rate of 2.3 percent.

However, by December, the impetus had dissipated due to an assault of COVID-19 infections, spurred by the Omicron variety, which contributed to lower expenditure and disruption at factories and service organizations. However, there are hints that infections have peaked, which could mean a surge in service demand by spring.

Inventory investment surged by $173.5 billion, accounting for 4.90 percentage points of GDP growth, the highest level since the third quarter of 2020. Since the first quarter of 2021, businesses have started reducing inventories.

During the epidemic, people’s spending shifted from services to products, putting a strain on supply systems. GDP rose at a sluggish 1.9 percent rate, excluding inventories.

On Wall Street, stocks were trading higher. Against a basket of currencies, the dollar rose. Treasury yields in the United States have fallen.

The minor increase in so-called final sales was interpreted by some economists as a sign that the economy was about to decline severely, especially if not all of the inventory accumulation was planned. They were also concerned that rate hikes and diminished government aid, particularly the elimination of the childcare tax credit, would dampen demand.

“Fed policymakers will have to tread carefully when raising interest rates,” said Christopher Rupkey, chief economist at FWDBONDS in New York. “Every other Federal Reserve in history has raised interest rates too high and brought the economy crashing back down.”

Last quarter’s growth was also boosted by a surge in consumer spending in October, before falling sharply as Omicron raged. Consumer expenditure, which accounts for more than two-thirds of GDP, increased by 3.3 percent in the fourth quarter after increasing by 2.0 percent in the previous quarter.

Increases in spending on healthcare, membership clubs, sports centers, parks, theaters, and museums balance a decline in purchases of motor vehicles, which are scarce due to a global semiconductor shortage.

Inflation rose at a 6.9% annual pace, the fastest since the second quarter of 1981, far beyond the Federal Reserve’s target of 2%. As a result, the amount of money available to households fell by 5.8%, limiting consumer expenditure.

Households were still buffered by large savings, which totaled $1.34 trillion. Wages increased by 8.9% before accounting for inflation, indicating that the labor market is experiencing a severe labor shortage, with 10.6 million job opportunities at the end of November.

Though the job market slowed in early January as Omicron rose, it is now at or near full employment. Initial jobless claims fell 30,000 to a seasonally adjusted 260,000 in the week ending Jan. 22, according to a second Labor Department report released on Thursday.

Claims decreased dramatically in Illinois, Kentucky, Texas, New Jersey, New York, and Pennsylvania.

Last quarter’s GDP growth was aided by a resurgence in corporate equipment spending. Government spending, on the other hand, has decreased at the federal, state, and municipal levels.

After being a drag on GDP growth for five quarters, trade made no contribution, while homebuilding investment fell for the third quarter in a row. Expensive building materials are constraining the sector, resulting in a record backlog of homes yet to be built.

Despite the economy’s difficulties at the start of the year, most experts predict the good luck will continue. This year’s growth forecasts are at least 4%.

“This year, the economy could be even better,” said Scott Hoyt, a senior economist with Moody’s Analytics in West Chester, Pennsylvania. “The economy will stagnate, and monthly employment increases will fall short of last year’s high levels. Nonetheless, by the end of the year, the economy should be close to full employment and inflation should be close to the Fed’s target.”

(Paragraph 7 was removed from this story because it contained incorrect information.)

Will there be a recession in 2020?

Domestic demand and supply, commerce, and finance are all expected to be significantly disrupted in advanced economies by 2020, resulting in a 7% drop in economic activity. This year, emerging market and developing economies (EMDEs) are predicted to fall by 2.5 percent, the first time in at least sixty years. Per capita incomes are predicted to fall by 3.6 percent this year, plunging millions more people into poverty.

The damage is being felt most acutely in nations where the pandemic has been the most severe and where global trade, tourism, commodity exports, and external financing are heavily reliant. While the severity of the disruption will differ by location, all EMDEs have vulnerabilities that are exacerbated by external shocks. Furthermore, disruptions in education and primary healthcare are likely to have long-term consequences for human capital development.

Global growth is forecast to rebound to 4.2 percent in 2021, with advanced economies growing 3.9 percent and EMDEs growing 4.6 percent, according to the baseline forecast, which assumes that the pandemic recedes sufficiently to allow the lifting of domestic mitigation measures by mid-year in advanced economies and a bit later in EMDEs, that adverse global spillovers ease during the second half of the year, and that financial market dislocations are not long-lasting. However, the future is bleak, and negative risks abound, including the likelihood of a longer-lasting epidemic, financial turmoil, and a pullback from global commerce and supply chains. In a worst-case scenario, the world economy might fall by as much as 8% this year, followed by a sluggish recovery of just over 1% in 2021, with output in EMDEs contracting by about 5% this year.

The GDP of the United States is expected to fall by 6.1 percent this year, owing to the interruptions caused by pandemic-control measures. As a result of widespread epidemics, output in the Euro Area is predicted to fall 9.1 percent in 2020. The Japanese economy is expected to contract by 6.1 percent as a result of preventative measures that have hampered economic activity.

Key features of this historic economic shock are addressed in analytical sections in this edition of Global Economic Prospects:

  • What will the depth of the COVID-19 recession be? A study of 183 economies from 1870 through 2021 provides a historical perspective on global recessions.
  • Scenarios of potential growth outcomes: Near-term growth estimates are unusually uncertain; various scenarios are investigated.
  • How does the pandemic’s impact be exacerbated by informality? The pandemic’s health and economic implications are anticipated to be severe in countries where informality is widespread.
  • The situation in low-income countries: The pandemic is wreaking havoc on the poorest countries’ people and economies.
  • Regional macroeconomic implications: Each region is vulnerable to the epidemic and the ensuing downturn in its own way.
  • Impact on global value chains: Global value chain disruptions can magnify the pandemic’s shocks to trade, production, and financial markets.
  • Deep recessions are likely to harm investment in the long run, destroy human capital through unemployment, and promote a retreat from global trade and supply links. (June 2nd edition)
  • The Consequences of Low-Cost Oil: Low oil prices, resulting from a historic decline in demand, are unlikely to mitigate the pandemic’s consequences, but they may provide some support during the recovery. (June 2nd edition)

The pandemic emphasizes the urgent need for health and economic policy action, particularly global cooperation, to mitigate its effects, protect vulnerable populations, and build countries’ capacities to prevent and respond to future crises. Strengthening public health systems, addressing difficulties posed by informality and weak safety nets, and enacting reforms to promote robust and sustainable growth are vital for rising market and developing countries, which are particularly vulnerable.

If the pandemic’s effects persist, emerging market and developing economies with fiscal space and reasonable financing circumstances may seek extra stimulus. This should be supported by actions that help restore medium-term fiscal sustainability in a credible manner, such as strengthening fiscal frameworks, increasing domestic revenue mobilization and expenditure efficiency, and improving fiscal and debt transparency. Transparency of all government financial commitments, debt-like instruments, and investments is a critical step toward fostering a favorable investment climate, and it may be achieved this year.

East Asia and the Pacific: The region’s growth is expected to slow to 0.5 percent in 2020, the lowest pace since 1967, due to the pandemic’s interruptions. See the regional overview for further information.

Europe and Central Asia: The regional economy is expected to fall by 4.7 percent, with practically all nations experiencing recessions. See the regional overview for further information.

Latin America and the Caribbean: Pandemic-related shocks will produce a 7.2 percent drop in regional economic activity in 2020.

See the regional overview for further information.

Middle East and North Africa: As a result of the pandemic and oil market changes, economic activity in the Middle East and North Africa is expected to fall by 4.2 percent. See the regional overview for further information.

South Asia: The region’s economy is expected to fall by 2.7 percent in 2020 as pandemic preparedness measures stifle consumption and services, and uncertainty about the virus’s trajectory chills private investment. See the regional overview for further information.

Sub-Saharan Africa’s economy is expected to decline by 2.8 percent in 2020, the steepest contraction on record. See the regional overview for further information.

Is there a recession going on right now?

In the first two quarters of 2020, the US economy was in recession for the first time. In the second quarter of this year, it increased by 6.7 percent over the previous quarter. However, according to a recent article by two well-known economists, GDP estimates might fall into negative territory for the rest of the year.

How long do economic downturns last?

A recession is a long-term economic downturn that affects a large number of people. A depression is a longer-term, more severe slump. Since 1854, there have been 33 recessions. 1 Recessions have lasted an average of 11 months since 1945.

What should I put away in case of economic collapse?

Having a strong quantity of food storage is one of the best strategies to protect your household from economic volatility. In Venezuela, prices doubled every 19 days on average. It doesn’t take long for a loaf of bread to become unattainable at that pace of inflation. According to a BBC News report,

“Venezuelans are starving. Eight out of ten people polled in the country’s annual living conditions survey (Encovi 2017) stated they were eating less because they didn’t have enough food at home. Six out of ten people claimed they went to bed hungry because they couldn’t afford to eat.”

Shelf Stable Everyday Foods

When you are unable to purchase at the grocery store as you regularly do, having a supply of short-term shelf stable goods that you use every day will help reduce the impact. This is referred to as short-term food storage because, while these items are shelf-stable, they will not last as long as long-term staples. To successfully protect against hunger, you must have both.

Canned foods, boxed mixtures, prepared entrees, cold cereal, ketchup, and other similar things are suitable for short-term food preservation. Depending on the food, packaging, and storage circumstances, these foods will last anywhere from 1 to 7 years. Here’s where you can learn more about putting together a short-term supply of everyday meals.

Food takes up a lot of room, and finding a place to store it all while yet allowing for proper organization and rotation can be difficult. Check out some of our friends’ suggestions here.

Investing in food storage is a fantastic idea. Consider the case of hyperinflation in Venezuela, where goods prices have doubled every 19 days on average. That means that a case of six #10 cans of rolled oats purchased today for $24 would cost $12,582,912 in a year…amazing, huh? Above all, you’d have that case of rolled oats on hand to feed your family when food is scarce or costs are exorbitant.

Basic Non-Food Staples

Stock up on toilet paper, feminine hygiene products, shampoo, soaps, contact solution, and other items that you use on a daily basis. What kinds of non-food goods do you buy on a regular basis? This article on personal sanitation may provide you with some ideas for products to include on your shopping list.

Medication and First Aid Supplies

Do you have a chronic medical condition that requires you to take prescription medication? You might want to discuss your options with your doctor to see if you can come up with a plan to keep a little extra cash on hand. Most insurance policies will renew after 25 days. Use the 5-day buffer to your advantage and refill as soon as you’re eligible to build up a backup supply. Your doctor may also be ready to provide you with samples to aid in the development of your supply.

What over-the-counter drugs do you take on a regular basis? Make a back-up supply of over-the-counter pain pills, allergy drugs, cold and flu cures, or whatever other medications you think your family might need. It’s also a good idea to keep a supply of vitamin supplements on hand.

Prepare to treat minor injuries without the assistance of medical personnel. Maintain a well-stocked first-aid kit with all of the necessary equipment.

Make a point of prioritizing your health. Venezuelans are suffering significantly as a result of a lack of medical treatment. Exercise on a regular basis and eat a healthy diet. Get enough rest, fresh air, and sunlight. Keep up with your medical and dental appointments, as well as the other activities that promote health and resilience.

Is the US economy in freefall?

Indeed, the year is starting with little signs of progress, as the late-year spread of omicron, along with the fading tailwind of fiscal stimulus, has experts across Wall Street lowering their GDP projections.

When you add in a Federal Reserve that has shifted from its most accommodative policy in history to hawkish inflation-fighters, the picture changes dramatically. The Atlanta Fed’s GDPNow indicator currently shows a 0.1 percent increase in first-quarter GDP.

“The economy is slowing and downshifting,” said Joseph LaVorgna, Natixis’ head economist for the Americas and former chief economist for President Donald Trump’s National Economic Council. “It isn’t a recession now, but it will be if the Fed becomes overly aggressive.”

GDP climbed by 6.9% in the fourth quarter of 2021, capping a year in which the total value of all goods and services produced in the United States increased by 5.7 percent on an annualized basis. That followed a 3.4 percent drop in 2020, the steepest but shortest recession in US history, caused by a pandemic.

What will the US GDP be in 2021?

In addition to updated fourth-quarter projections, today’s announcement includes revised third-quarter 2021 wages and salaries, personal taxes, and government social insurance contributions, all based on new data from the Bureau of Labor Statistics Quarterly Census of Employment and Wages program. Wages and wages climbed by $306.8 billion in the third quarter, up $27.7 billion from the previous estimate. With the addition of this new statistics, real gross domestic income is now anticipated to have climbed 6.4 percent in the third quarter, a 0.6 percentage point gain over the prior estimate.

GDP for 2021

In 2021, real GDP climbed by 5.7 percent, unchanged from the previous estimate (from the 2020 annual level to the 2021 annual level), compared to a 3.4 percent fall in 2020. (table 1). In 2021, all major components of real GDP increased, led by PCE, nonresidential fixed investment, exports, residential fixed investment, and private inventory investment. Imports have risen (table 2).

PCE increased as both products and services increased in value. “Other” nondurable items (including games and toys as well as medications), apparel and footwear, and recreational goods and automobiles were the major contributors within goods. Food services and accommodations, as well as health care, were the most significant contributors to services. Increases in equipment (dominated by information processing equipment) and intellectual property items (driven by software as well as research and development) partially offset a reduction in structures in nonresidential fixed investment (widespread across most categories). The rise in exports was due to an increase in products (mostly non-automotive capital goods), which was somewhat offset by a drop in services (led by travel as well as royalties and license fees). The increase in residential fixed investment was primarily due to the development of new single-family homes. An increase in wholesale commerce led to an increase in private inventory investment (mainly in durable goods industries).

In 2021, current-dollar GDP climbed by 10.1 percent (revised), or $2.10 trillion, to $23.00 trillion, compared to 2.2 percent, or $478.9 billion, in 2020. (tables 1 and 3).

In 2021, the price index for gross domestic purchases climbed 3.9 percent, which was unchanged from the previous forecast, compared to 1.2 percent in 2020. (table 4). Similarly, the PCE price index grew 3.9 percent, which was unchanged from the previous estimate, compared to a 1.2 percent gain. With food and energy prices excluded, the PCE price index grew 3.3 percent, unchanged from the previous estimate, compared to 1.4 percent.

Real GDP grew 5.6 (revised) percent from the fourth quarter of 2020 to the fourth quarter of 2021 (table 6), compared to a fall of 2.3 percent from the fourth quarter of 2019 to the fourth quarter of 2020.

From the fourth quarter of 2020 to the fourth quarter of 2021, the price index for gross domestic purchases climbed 5.6 percent (revised), compared to 1.4 percent from the fourth quarter of 2019 to the fourth quarter of 2020. The PCE price index grew 5.5 percent, unchanged from the previous estimate, versus a 1.2 percent increase. The PCE price index grew 4.6 percent excluding food and energy, which was unchanged from the previous estimate, compared to 1.4 percent.

How much debt does America have?

“Parties in power have built up the deficit through increased spending and poorer tax collection, regardless of political affiliation,” says Brian Rehling, head of Global Fixed Income Strategy at Wells Fargo Investment Institute.

While it’s easy to suggest that a specific president or president’s administration led the federal deficit and national debt to move in a given direction, it’s crucial to remember that only Congress has the power to pass legislation that has the greatest impact on both figures.

Here’s how Congress responded during four major presidential administrations, and how their decisions affected the deficit and national debt.

Franklin D. Roosevelt

FDR served as the country’s last four-term president, guiding the country through a series of economic downturns. His administration spanned the Great Depression, and his flagship New Deal economic recovery plan aided America’s rebound from its financial abyss. The expense of World War II, however, contributed nearly $186 billion to the national debt between 1942 and 1945, making it the greatest substantial rise to the national debt. During FDR’s presidency, Congress added $236 billion to the national debt, a rise of 1,048 percent.

Ronald Reagan

Congress passed two major tax cuts during Reagan’s two administrations, the Economic Recovery Tax Act of 1981 and the Tax Reform Act of 1986, both of which reduced government income. Between 1982 and 1990, Congress passed Acts that reduced revenue as a percentage of GDP by 1.7 percent, resulting in a revenue shortfall that contributed to the national debt rising 261 percent ($1.26 trillion) during his presidency, from $924.6 billion to $2.19 trillion.

Barack Obama

The Obama administration oversaw both the Great Recession and the recovery that followed the collapse of the mortgage market throughout his two years in office. The Economic Stimulus Act of 2009, which pumped $831 billion into the economy and helped many Americans avoid foreclosure, was passed by Congress in 2009. When passed by a strong bipartisan vote, congressional tax cuts added extra $858 billion to the national debt. During Obama’s two terms in office, Congress increased the national deficit by 74% and added $8.6 trillion to the national debt.

Donald Trump

Congress approved the Tax Cuts and Jobs Act in 2017, slashing corporate and personal income tax rates, during his single term. The cuts, which were seen as a bonanza for the wealthiest Americans and corporations at the time of their passage, were expected by the Congressional Budget Office to increase the government deficit by $1.9 trillion at the time of their passing.

The federal deficit climbed from $665 billion in 2017 to $3.13 trillion in 2020, despite the Treasury Secretary’s prediction that the tax cuts would reduce it. Some of the rise was due to tax cuts, but the majority of the increase was due to successive Covid relief programs.

The public’s share of the federal debt has risen from $14.6 trillion in 2017 to more than $21 trillion in 2020. The national debt is made up of public debt and intragovernmental debt (amounts owed to federal retirement trust funds such as the Social Security Trust Fund). It refers to the amount of money owed by the United States to external debtors such as American banks and investors, corporations, people, state and municipal governments, the Federal Reserve, and foreign governments and international investors such as Japan and China. The money is borrowed in order to keep the United States running. Treasury banknotes, notes, and bonds are included. Treasury Inflation-Protected Securities (TIPS), US savings bonds, and state and local government series securities are among the other holders of public debt.

“The national debt is growing at a rate it hasn’t seen in decades,” says James Cassel, chairman and co-founder of Cassel Salpeter, an investment bank. “This is the outcome of the basic principle of spending more money than you earn.” Cassel also points out that while both major political parties have spoken seriously about reducing the national debt at times, discussions and strategies have stopped.

When both sides pose discussing raising the debt ceiling each year, the national debt is more typically utilized as a bargaining chip. The United States would default on its debt obligations if the debt ceiling was not raised. As a result, Congress always votes to raise the debt ceiling (the maximum amount of money the US government may borrow), but only after parties have reached an agreement on other legislation.

Is another Great Depression on the horizon?

ITR Economics has predicted that a second Great Depression will emerge in the 2030s for many years. The path to the Great Depression will be significant in and of itself, with numerous opportunities and changes presented. As we all want to optimize earnings and enterprise value, business leaders must begin planning for such changes today.

What trends are influencing this prediction? What should businesses do to prepare for the 2020s? Is there anything that could cause this forecast to change? Check out our resources to discover more about the global impact of this economic catastrophe.