Activity Monitor

May 06, 2026

US Activity Update: Growth Trends Continue To Undermine Case For Cuts - May 6, 2026

by Skanda Amarnath

This monitor tracks US growth data in real-time, aligned to the timing of each release. It is a more timely & meaningful gauge of activity growth than GDP or other summary indicators. Please see here for more details. Summary: The data trends of the past two weeks continues to push

| Apr 23, 2026

US Activity Update: Consumer Retrenching, Manufacturers Restocking - April 23, 2026

by Skanda Amarnath

| Apr 07, 2026

US Activity Update: Inflation Fears First, Growth Fears Have To Wait Amidst Better Hard & Soft Data - April 7, 2026

by Skanda Amarnath

| Mar 31, 2026

US Activity Update: Outperforming Manufacturing, But US Real GDP Risks Going Negative In Q2 - March 31, 2026

by Skanda Amarnath

| Mar 09, 2026

US Activity Update: Mixed Signals To Inflect Back Down. Hormuz Shock Comes As Productivity Was Already Set To Deteriorate - March 9, 2026

by Skanda Amarnath