Browsing: Economy

Tej parikh in ft inquires. He presents growth rates of key indicators followed by the NBER’s Business Cycle Dating Committee…

by Calculated Risk on 9/08/2025 08:11:00 AM Altos reports that active single-family inventory was down 1.7% week-over-week.  Inventory usually starts…

Based on the discussion over numerous posts in this series (beginning here) unpacking the arguments of Musa al-Gharbi’s We Have…

NEC Director Hassett makes reference to a GS note that indicates that August preliminary figures typically get…

by Calculated Risk on 9/07/2025 08:09:00 AM From the Association of American Railroads (AAR) Year Data Center. Graph and excerpts…

Cleveland-Cliffs Chief Executive Lourenco Goncalves’s invocation of “unfairly traded steel” shows, on the contrarymany reasons why free trade is an…

As of yesterday, here. Here’s the Troika (OMB, CEA, Treasury) forecast, plotted against SPF, IMF, and GDPNow (9/4). CBO projections…

At the Calculated Risk Real Estate Newsletter this week:Click on graph for larger image.• Q2 Update: Delinquencies, Foreclosures and REO•…

The title of this post is a nod to Timur Kuran’s book Private Truths, Public Lies: The Social Consequences of…

Since “Liberation Day”, so-so: Figure 1: Manufacturing employment, production and nonsupervisory workers (blue), aggregate worker hours (green),…