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Activity Monitor

 |  Nov 17, 2025
US Activity Update: Not Much New Data, But Risks Are Tilting Again - November 17, 2025
by Skanda Amarnath

 |  Nov 10, 2025
US Activity Update: Improving Soft Data From ISMs, Stable Jobless Claims Data - November 10, 2025
by Skanda Amarnath

 |  Nov 03, 2025
US Activity Update: No Major News Since Our Jobless Claims Update - November 3, 2025
by Skanda Amarnath

 |  Oct 28, 2025
US Activity Update: Mixed Signals In The Soft Survey Data Leave Our Views Unchanged - October 28, 2025
by Skanda Amarnath

 |  Oct 20, 2025
US Activity Update: The Data We Do Have Does Not Spell Doom - October 20, 2025
by Skanda Amarnath

 |  Oct 13, 2025
US Activity Update: Looking Carefully Through The Data Fog - October 13, 2025
by Skanda Amarnath

 |  Oct 05, 2025
US Activity Update: Amidst Data Darkness, Soft Data Stops Improving While Available Hard Data Looks Better - October 6, 2025
by Employ America Admin

 |  Sep 29, 2025
US Activity Update: Soft Survey Data Improvement Continues, As Does The Run In Consumer Spending - September 29, 2025
by Skanda Amarnath

 |  Sep 22, 2025
US Activity Update: Real Consumption For Q3 Looks Strong. Watch For Hangover Risk In Q4 & Q1 - September 22, 2025
by Skanda Amarnath

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