Data

| Mar 03, 2025

US Activity Update: Sideways Movement Belies Divergence Between Solid Hard Data & Cooler Soft Data - March 3, 2025

by Skanda Amarnath

| Mar 03, 2025

Financial Conditions Monitor: The De-Rating Of Tech-Driven US Growth - March 3, 2025

by Skanda Amarnath

| Feb 27, 2025

Q4 Productivity Accounts Nowcast: Upside Revisions To Productivity, Downside Revisions To Unit Labor Costs

by Skanda Amarnath

| Feb 27, 2025

January 2025 Core-Cast Post-GDP: Upside Revisions To Our Nowcasts

by Skanda Amarnath

Feb 25, 2025

February 2025 Jobs Day Forecasts & Preview: Narrow Job Gains vs Reversion Effects From Weather, Seasonals & Natural Disasters

by Skanda Amarnath

Following up on our publication of "real-time" payroll growth time series that cut through data revision issues (see more here) , we are now publishing regular updates of our forward-looking payrolls views to our MacroSuite subscribers. Feb 2025 Baseline Views (Assume No Revisions) * Nonfarm Payrolls: +160k monthly gain. We

| Feb 24, 2025

US Activity Update: Soft Data Shows Cracks - February 24, 2025

by Skanda Amarnath

| Feb 24, 2025

Financial Conditions Monitor: US Growth Fears Swirl Around Trade and Tech - February 24, 2025

by Skanda Amarnath

| Feb 18, 2025

US Activity Update: Amidst January Quirks Suppressing The Consumer, The Boeing Bounce Lifts Manufacturing - February 18, 2025

by Skanda Amarnath

| Feb 18, 2025

Financial Conditions Monitor: January Inflation Optimism Wins Out - February 18, 2025

by Skanda Amarnath

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