The company's latest earnings suggest supply and demand are coming back into balance.
Labor demand is poised to ease, which will help the Fed tame inflation with less risk of triggering a recession.
Rapid increases in worker incomes are less likely to be temporary than other peculiarities of the pandemic.
The U.S. should be able to sustain stronger rates of growth for years to come thanks to pandemic-related changes.
The pace of economic growth is likely going to start to slow from here.
No matter how disruptive the shock, the economy has kept chugging along as a new growth strategy takes shape.
The pandemic caused a shift away from high-cost cities as the dominant centers of workforce talent and business activity.
The third quarter may mark the turning point for companies that benefited most from pandemic tailwinds.
If passenger flight traffic can avoid backsliding as the virus surges, then a winter recession might be avoidable, too.
Momentum could keep us going until the election is over and a vaccine arrives.
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