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Activity Indices

 |  Sep 02, 2025
US Activity Update: Soft Data Keeps Bouncing, GDP Revisions Are Showing AI Capex Is Growing More Relevant - September 2, 2025
by Skanda Amarnath

 |  Aug 18, 2025
US Activity Update: Signs of Short-Term Stabilization - August 18, 2025
by Skanda Amarnath

 |  Aug 11, 2025
US Activity Update: Hard Data Slowing Is Real But AI-Related Optimism May Stave Off Left Tail Risks For A While Longer - August 11, 2025
by Skanda Amarnath

 |  Aug 04, 2025
US Activity Update: This Is Some Of The Weakest Hard Data We've Seen Outside Of The Pandemic - August 4, 2025
by Skanda Amarnath

 |  Jul 28, 2025
US Activity Update: Sluggish Hard Data, Mixed Soft Data - July 28, 2025
by Skanda Amarnath

 |  Jul 21, 2025
US Activity Update: Some Soft Data Bounces But Hard Data Continues To Decelerate Through June - July 21, 2025
by Skanda Amarnath

 |  Jul 14, 2025
US Activity Update: Data-Light Week Shows Marginal Deterioration In Weekly Data - July 14, 2025
by Skanda Amarnath

 |  Jul 07, 2025
US Activity Update: More Deterioration Than Meets The Eye In A Better-Than-Expected Jobs Report - July 7, 2025
by Skanda Amarnath

 |  Jun 27, 2025
US Activity Update: The Hard and Soft Data Are Both Getting Weaker - June 27, 2025
by Skanda Amarnath

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