CH Investment & Economic Strategy Lunch 2023

Temporary support for growth #1: excess savings

US EXCESS SAVING BY MONTH & CUMULATIVE SAVING

3.0

6

CUMULATIVE EXCESS SAVING

2.5

5

2.0

4

1.5

3

1.0

2

0.5

1

EXCESS SAVING* (RHS)

0.0

0

-0.5

-1

* SAVING RELATIVE TO THE 2019 AVERAGE SAVING RATE.

-1.0

-2

2019 2020 2021 2022 2023 2024 2025

1

Sources: BEA, NBER

27

@2023 Not to be reproduced without permission from Minack Advisors, info@minackadvisors.com

Made with FlippingBook interactive PDF creator