Systematic Monitors

We are seeing an economy that is still growing, slowing, and stabilizing as businesses come to understand the dynamics of the post-pandemic environment. With that said, we might be close to the end of the downswing part of “normalization”.

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; please see here for more details about how to interpret this information. Summary: We see more signs that the real economy is accelerating and that

Core-Cast is our nowcasting model to track the Fed's preferred inflation gauges before and through their release date. The heatmaps below give a comprehensive view of how inflation components and themes are performing relative to what transpires when inflation is running at 2%. Most of the Personal Consumption