MacroSuite is our premium, high-frequency research distribution. While we make most of our research and analysis openly available to guide policymaking and educate the public, we offer this premium research service to clients and partners who want to support our most in-the-weeds data analysis, monitoring, and macroeconomic forecasting.
Our research and analysis is focused on doing the “blocking and tackling” of macro. We prioritize understanding how each source of macroeconomic information is constructed, how it can deceive, and how it can enlighten. Our views are led by detail-oriented analysis of data, not conventional wisdom or confirmation bias. We investigate the story behind each data point to see what others can’t. Our inflation nowcasts are regularly featured by Nick Timiraos of the Wall Street Journal, our analysis is regularly cited by top financial media, and we have strong relationships with the FOMC press corps.
Some of our best calls include:
- No recession in 2023 despite consensus forecasting one
- Booming productivity growth in 2023 & 2024
- A 50 basis point cut at the September 2024 FOMC vs 25bp consensus
- Numerous inflation calls, including November 2023 which marked the official end of the hiking cycle, and August 2024, which was cited by the Fed as a key reason for cutting by 50bps in September 2024
We offer a generous free trial period to individuals or firms who are interested in our premium analysis. If you’re interested in becoming a subscriber, have questions, or would like to see samples, please reach out to macrosuite@employamerica.org
Systematically tracking every major macroeconomic signal and implication of financial market developments, and the relevant risks to financial markets that our assessment of macroeconomic developments might imply.
Systematically tracking every major macroeconomic signal and implication of financial market developments, and the relevant risks to financial markets that our assessment of macroeconomic developments might imply.
Systematically tracking and documentation of key statements made by individual FOMC members about monetary policy.
Our real-time Inflation Forecasting and Nowcasting Model - systematically anticipating and tracking the evolution of the Fed’s key inflation gauges before the data is officially released, from before the release of CPI to the finalized numbers come out with the Personal Consumption Expenditures (PCE) release.
Tracking the major manufacturing and industrial developments that impose inflation risk and underlie cyclical fixed investment growth.
Our MacroSuite Commentary provides context and analysis for economic data releases, policy announcements, and market developments.
