Economic Activity
155 postsActivity 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...
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Manufacturing Structures, Industrial Equipment and the Post-Pandemic Business Cycle
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...
