In light of the weakness in global economic growth and commodity-related industries, we have been focusing on private domestic demand—consumer spending and private investment—as a key driver of U.S. activity. But even that gauge shows some softening. Continued growth in this core measure of demand will likely be critical to sustaining both broader economic activity and top-line sales gains for publicly traded U.S. companies (Chart 1).
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1. Overview
2. Economy
3. Inflation
4. Policy
5. Investing
6. Pulling It All Together/Appendix
BCM_February2016AIER Staff
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