Conference Materials


General Session - The U.S. & Global Economy: Cycle Challenges and Opportunities

Monday, May 6, 2019 9:30 AM - 10:30 AM


Ellen Zentner

Managing Director
New York, New York

Speaker Bio

Session Description

The year 2019 has rung-in the longest business expansion onrecord. How much longer could it last, and what could end it?  Business expansions don’t die of old age, they die of overheating. Follow the leverage. While America’s households deleveraged after the nancial crisis and have done well to maintain prudent debt management, America’s corporate sector is another story.

Session Material

Notes On the US Outlook