Systematic Monitors

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

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. Bottom Line From Today's Public Data Releases: The ISM Manufacturing Report

We think it’s too early to make any judgments about June dots but it seems clearer that Susan Collins’ priors remain geared towards further tightening, while Neel Kashkari consistently sounded more cautious about macroeconomic implications from banking turmoil.

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. If you feel like you're getting too many data updates, you

This is the first edition of our Supply Chain Monitor. We plan to update this monitor on a monthly basis for our Premium Donors. If you’re interested in gaining access to our Premium Donor distribution, please feel free to reach out to us here for more information. SupplyChainMonitor March23