Economy Tariffs in the Data | EconbrowserBy DailyWesternJuly 19, 20250 From CPI, note the CPI furniture and appliances category: Figure 1: CPI all urban (blue), CPI commodities (green), and CPI…
Economy Dispersion in GDP Nowcasts | EconbrowserBy DailyWesternJuly 12, 20250 As of today: Figure 1: GDP (bold black), GDPNow of 7/9 (light blue inverted triangle), NY Fed nowcast of 7/11…
Economy Central Bank Gold Holdings | EconbrowserBy DailyWesternJuly 5, 20250 A World Gold Council headline “Central bank gold buying picks up in May”. Global central banks bought a net 20t…
Economy Manufacturing Value Added Flat | EconbrowserBy DailyWesternJune 27, 20250 So much for a manufacturing renaissance, post-“Liberation Day”. Figure 1: Manufacturing production (blue), value added in 2017$ (red), employment (tan),…
Economy Michaillat-Saez Recession Indicator | EconbrowserBy DailyWesternJune 7, 20250 As noted in this post, the indicator detected a recession in March 2024. It stayed above the threshold thereafter, so…
Economy GDPNow Bounceback (Kind of) | EconbrowserBy DailyWesternJune 5, 20250 Atlanta Fed nowcast shows 4.6% q/q AR growth in GDP. Interestingly, this does not take GDP back to pre-“Liberation Day”…
