The Investment Picture: Q1 2024
Overall, the Q1 GDP print looks weaker overall than the previous print, with investment growth correspondingly weaker.
Overall, the Q1 GDP print looks weaker overall than the previous print, with investment growth correspondingly weaker.
April's ISM PMIs came in cool, suggesting further deceleration.
Today’s edition focuses on the Industrial Production data produced by the Federal Reserve – a dataset which allows us to evaluate and aggregate sector-level shifts in production and output.
Today’s edition focuses on the Producer Price Index data collected by the Bureau of Labor Statistics – a dataset which allows us to evaluate and understand aggregate and sector-level shifts in the input costs faced by firms.
The March ISM Manufacturing PMIs came in strong earlier this week, with a dramatic increase in the Production index leading the way.