Data

This monitor is a reflection of how we update our assessments of economic growth in real-time as we get meaningful updates from macroeconomic data releases. It provides a more timely and meaningful gauge of economic activity growth than what GDP and similar summary indicators provide. Please see here for more

This monitor is a reflection of how we update our assessments of economic growth in real-time as we get meaningful updates from macroeconomic data releases; please see here for more details about how to interpret this information. Summary: We see more signs that the real economy is accelerating and that

Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of how inflation components and themes are performing relative to what transpires when inflation is running at 2%. Most of the Personal Consumption

From the outset, I should say that I am a bigger skeptic of productivity data than most. Once you know how the sausage is made, you will be more skeptical of how it is typically served to customers. Nevertheless, I'm about to lay out three reasons, based on