Macro and Markets

Summary Since the passage of the Inflation Reduction Act, efforts to secure the supply of energy transition commodities have intensified considerably. The Biden Administration has announced prizes, research and development initiatives, and loans for recovery projects to improve the U.S. supply chain for critical minerals. Other advanced economies are

This is the first in a recurring series on what the underlying detail tables can tell us about the path of investment across the broader macroeconomy.

Lately, everyone has been looking closely for reliable recession indicators. We have been as well, but when we look at the overall labor market and investment picture, more and more things seem to be saying “No Recession.”

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 more timely and meaningful gauge of economic activity growth than what GDP and similar summary indicators provide. Please see here for more