GDP

January 30, 2024 by Alex Williams — 8 min read

The Investment Picture — January 2024

GDP growth this quarter was supported by consumption and government spending, while investment played a more muted role.

Investment GDP

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December Core-Cast Post-GDP: H2 Revisions Should Drag Down Core PCE To A 2 Handle Year-over-Year (Condensed)

Skanda Amarnath — 1 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing GDP Inflation Systematic Monitors Nowcast Data Recap

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November Core-Cast Post-GDP: Financial Services Revisions Weigh Favorably For A March Cut (For Now)

Skanda Amarnath — 4 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation GDP Nowcast Systematic Monitors Recap Data

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October Core-Cast Post-GDP: Favorable Downside Revisions Keep The Hiking Cycle Dead And Bring Forward Easing Discussions

Skanda Amarnath — 4 min read

Core-Cast Core Inflation Core PCE Core Services Ex Housing Inflation Systematic Monitors GDP Recap Nowcast Data

In The Right Context, Full Employment Can Support A Pickup In Productivity

Skanda Amarnath — 11 min read

Summary Amidst all of the understandable concern with inflation and recession risks, the evidence continues to foretell a welcome inflection point on the horizon—a rare procyclical upturn...

Growth Productivity GDP Labor Markets Historical Comparison Economic Activity Wages Supply Side

The Investment Picture — January 2024

December Core-Cast Post-GDP: H2 Revisions Should Drag Down Core PCE To A 2 Handle Year-over-Year (Condensed)

November Core-Cast Post-GDP: Financial Services Revisions Weigh Favorably For A March Cut (For Now)

October Core-Cast Post-GDP: Favorable Downside Revisions Keep The Hiking Cycle Dead And Bring Forward Easing Discussions

In The Right Context, Full Employment Can Support A Pickup In Productivity

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