Economic Activity
162 postsActivity Update - Growth Rotation Supports Stabilization (Fed PMIs, Home Sales, PCE, Rig Counts, Claims, M3) - May 26, 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...
Trucking Investment Might Just Keep On Truckin'
What’s Happening: Despite signs of a “bloodbath” in the spot market for trucking, investment in the production of new trucks is set up to hold steady even...
Trucking Investment Might Just Keep On Truckin'
What’s Happening: Despite signs of a “bloodbath” in the spot market for trucking, investment in the production of new trucks is set up to hold steady even as shipping rates fall. This could be good news for the inflation, investment and climate outlooks.
Activity Update - The Weak Points Are Firmly Bouncing Now (Housing Permits, Claims, Philly Mfg) - May 18, 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...
