Economic Activity

134 posts
by Skanda Amarnath — 3 min read

Activity Update: What Supply-Side Healing Looks Like: Nominal Deceleration Without Real Deceleration - June 20, 2023

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...

Activity Indices Activity Monitor Economic Activity Macro and Markets Housing Consumption Data Systematic Monitors
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Manufacturing Structures, Industrial Equipment and the Post-Pandemic Business Cycle

Alex Williams — 6 min read

In a usual business cycle, investment in industrial equipment leads investment in manufacturing structures as businesses scale capacity up to meet demand. Today we’re seeing manufacturing investment explode upwards even as investment in equipment slows. This may be an early indication that CHIPS...

Industrial Production Economic Activity Fiscal Policy Semiconductors Industrial Policy
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