Economic Activity
135 posts
Paid-members
Something Very Good May Be Happening In Electrical Transmission Investment
Investments in improving and expanding the grid are potentially a strong tailwind to the macroeconomic investment picture. Just electrical transmission, distribution and industrial apparatus represents around 5% of business equipment, around 2% fixed investment and around 0.3% of GDP...
Activity Update: Still A Stabilizing Slowdown (ISM Surveys, Auto Sales) - May 3, 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...
