GDP’s Trajectory: The View from Wall Street
The WSJ July survey is out: Figure 1: GDP (bold black), WSJ July survey mean (blue), FT-Booth June survey (light green square), WEO July (purple triangle), GDPNow of 7/8 (light blu...
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The WSJ July survey is out: Figure 1: GDP (bold black), WSJ July survey mean (blue), FT-Booth June survey (light green square), WEO July (purple triangle), GDPNow of 7/8 (light blu...
TorontoRealtyBlog Inflation, unemployment, interest rates, GDP, housing starts - get your fill today, folks! Let's look at the major economic indicators in Canada and see how they'...
Kalshi Research is doing interesting work on the fundamentals of prediction markets and also on how data from prediction markets can be used to improve other forecasts. Economists...
While there are considerable crosscurrents on both the growth and inflation fronts, our views remain squarely focused on resilient global growth (with risks biased to the upside) a...
Back at the end of 2024, EJ Antoni was citing the Primerica Household Budget Index as indicator of consumer conditions. A recent study by a major American bank showed over a quarte...
'Trade uncertainty is back with new U.S. tariffs now imposed, Canadian retaliation due early next month, and the prospect of further escalation hard to dismiss'
India GDP Row: Economists Montek Ahluwalia, Surjit Bhalla & Nilkanth Mishra Decode Data Controversy
From inflation, to credit card debt, to who's actually doing the spending: These are key takeaways from this week in economic news.
Our inflation problem has not ended, it has merely paused.
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As a proportion of the literature, research about econometric theory, monetary policy and corporate governance has slumped. Meanwhile, papers on development, crime and gender are o...
Today’s employment report aligned labor demand more closely with the positive cyclical dynamics seen in both US and global activity this quarter. While there remains a concern abou...
Three things seem more important than rearguing the P85 wage hike for Metro Manila
Forecasts now run from a December hike to no change at all until the end of 2027
The BLS reported that payrolls jumped by 162,000, more than tripling estimates of a 50,000 gain. Unemployment held at 4.1%, and wages rose 0.3% for the month. Below, we share a bul...
Statistics Canada releases its second-quarter GDP estimate on Friday
Citizens’ Mark Valentino and Eric Merlis unpack the business implications of Jackson Hole, arguing that the most important signal for Main Street may be the persistence of economic...
The August Survey of Professional Forecasters is out: Figure 1: GDP (bold black), Survey of Professional Forecasters (blue), GDPNow of 8/14 (light blue square), NY Fed nowcast of 8...
Questions about recessions, housing, bond yields and more. The post 4 Big Questions About the Economy appeared first on A Wealth of Common Sense. ...
That is the title of a recent book by Beatrice Magistro. Some key results are: Economic knowledge consistently predicts higher support for welfare-enhancing policies (Eurozone mem...
S&P Global Markets Insights monthly GDP (formerly IHS, Macroeconomic Advisers) online today. Here is monthly GDP againnst other NBER BCDC measures: Figure 1: NFP employment (bo...
This year’s SONA seems to be a bit more polished and better crafted—in form, at least. In terms of substance, though, it’s terribly populist.
The view is tracking a cyclical lift that comes with job growth, which in turn will amplify already elevated inflation concerns and spark a central bank turn toward tightening. Whe...
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