Economic Activity
162 posts
Paid-members
Manufacturing Structures, Industrial Equipment and the Post-Pandemic Business Cycle
In a usual business cycle, investment in industrial equipment leads investment in manufacturing structures as businesses scale capacity up to meet demand. Today we’re seeing manufacturing investment explode upwards even as investment in equipment slows. This may be an early indication that CHIPS...
Activity Update - Stabilization Shines Through (Jobs Day, Rig Counts) - June 2, 2023
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...
