Economic Activity
162 postsWe Might Be Seeing The Beginning Of An Auto Production Turnaround
New industrial production data are suggesting that domestic auto production may be recovering. This would be a much-needed disinflationary force against a backdrop where disinflation in new and...
Supply Chain Monitor: May 2023
Three Big Themes We are starting to see some evidence of the long hoped-for supply response to pandemic price increases in this month’s monitor. One long-running shortage...
Supply Chain Monitor: May 2023
We are starting to see some evidence of the long hoped-for supply response to pandemic price increases in this month’s monitor. One long-running shortage ended, leaving only three 2+ year long shortages remaining from the pandemic disruption.
Activity Update - More Stabilization (NY Fed Surveys, Retail Sales, IP, NAHB) - May 16, 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...
