Economic Activity
162 postsActivity Update: Claims, UMich, Rig Counts - More Slowdown
Summary: Consumer sentiment, jobless claims, and rig counts were the main sources of economic data this week and all came in soft. While some of the softness was...
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Something Very Good May Be Happening In Electrical Transmission Investment
Investments in improving and expanding the grid are potentially a strong tailwind to the macroeconomic investment picture. Just electrical transmission, distribution and industrial apparatus represents around 5% of business equipment, around 2% fixed investment and around 0.3% of GDP...
