Macro and Markets
152 postsThe Investment Picture: July 2023
This is the first in a recurring series on what the underlying detail tables can tell us about the path of investment across the broader macroeconomy.
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Watch For Takeoff in Aircraft Investment
Lately, everyone has been looking closely for reliable recession indicators. We have been as well, but when we look at the overall labor market and investment picture, more and more things seem to be saying “No Recession.”
Activity Update: Hard Data Signals of Stabilization & Resilience Amidst Noisy Survey Data - June 27, 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...
