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Channel: Joseph Davis – Vanguard Blog for Institutional Investors
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The ‘Great Fall’ and the road to recovery

The economic effects unleashed by the COVID-19 pandemic defy conventional labels. Here’s how we’ll move forward.

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A third line of defense for the U.S. economy

An existing mechanism can provide struggling businesses with cash grants to bring back unemployed or furloughed workers.

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Envisioning a post-pandemic future

The COVID-19 pandemic has immediate implications and others that will become clear and meaningful only over time.

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A pandemic, a vaccine, and a sea of ideas

We’re not surprised that a COVID-19 vaccine came this far so quickly. It was a decade of idea-sharing in the making.

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Quantifying the future of remote work

A Vanguard analysis finds that about 15% of all U.S. jobs can permanently be performed remotely.

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The key to achieving COVID-19 herd immunity

The pace of vaccinations holds the key to achieving COVID-19 herd immunity and to economic recovery.

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Asset bubbles and where to find them

It’s hard to identify an asset bubble. We assess whether future income scenarios can justify an asset’s price.

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The coming rise(s) in inflation

“Base effects” and a stimulated U.S. economy are about to push inflation higher than we’ve seen in recent years.

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Trade tensions may test the Fed’s patience on rates

Vanguard Chief Economist Joe Davis gives his perspective on where monetary policy may be headed.

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Tuning in to reasonable expectations

The way markets rebounded from the financial crisis can serve as a valuable lesson for the decade ahead, says Vanguard’s chief economist.

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