MacroSuite is our premium, high-frequency research distribution. Our research and analysis is focused on doing the “blocking and tackling” of macro. We prioritize the understanding of 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 know that macroeconomists can be overly eager to play with the data without engaging in methodological due diligence. We’re willing to do our homework and investigate the story behind each data point to see what others can’t. Our work is regularly featured by top financial media and we maintain strong relationships with the FOMC press corps.We offer a generous free trial period, if you’re interested in becoming a subscriber please reach out to macrosuite@employamerica.org.
US Activity Monitor
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.
Financial Conditions Monitor
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.
Fedspeak Monitor
Systematically tracking and documentation of key statements made by individual FOMC members about monetary policy.
Core Cast
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.
Supply Chain Monitor
Tracking the major manufacturing and industrial developments that impose inflation risk and underlie cyclical fixed investment growth.
Macro Suite Commentary
Our MacroSuite Commentary provides context and analysis for economic data releases, policy announcements, and market developments.