When the US economy sneezes, the world catches a cold. For a change, we focus this episode on the US economy and the various data points that reveal its strength. The post-COVID years have seen a solid US recovery, and if it continues, it will give a strong incumbency advantage to the US Democrats into the November election. However, all recoveries eventually wane, and the US will be no different. The ESRI has released a new report on Ireland’s housing supply needs. It produces much lower numbers than the Housing Commission. We discuss the key issue of pent-up demand, differentiating the two reports.

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Dale McDermott

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David W. Higgins

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