Durable Goods Orders and Capex Signals
How durable goods orders data reveals business investment trends, including the importance of core capital goods orders for GDP forecasting.
20 articles in this subtopic.
How durable goods orders data reveals business investment trends, including the importance of core capital goods orders for GDP forecasting.
A comprehensive reference of key terms used in US economic data releases and analysis.
How to interpret the monthly retail sales report, why the control group matters for GDP, and what drives month-to-month volatility.
How regional Federal Reserve bank surveys provide early reads on manufacturing and business conditions, including interpretation of key survey metrics.
How the Purchasing Managers Index works, what the 50-level threshold means, and how to interpret manufacturing survey data for economic analysis.
How the two main employment surveys work, why they sometimes diverge, and what investors should focus on in the monthly jobs report.
How to create a practical economic indicator tracking system, including data sources, update frequency, and interpretation frameworks.
Understanding the differences between existing and new home sales data, what each reveals about housing market health, and their limitations.
Understanding the differences between CPI, Core CPI, and PCE inflation measures, including how each is calculated and why the Fed prefers PCE for policy decisio…
Every quarter, roughly 400 S&P 500 companies report results within a six-week window, and the aggregate picture they paint is one of the most actionable macro s…
Leading indicators predict economic turns before they happen, lagging indicators confirm trends already underway, and coincident indicators reveal the economy's…
Understanding residential construction indicators, their leading indicator properties, and how to interpret housing supply data.
How the Conference Board and University of Michigan surveys differ, what they predict about consumer spending, and their limitations as economic indicators.
How the Bureau of Economic Analysis releases GDP data, including advance, second, and third estimates, plus annual revisions that reshape the economic narrative…
Understanding how inventory-to-sales ratios signal economic turning points, including sector-specific thresholds and interpretation guidelines.
Understanding the ISM Services PMI, why it matters more than manufacturing in the US economy, and how to interpret composite economic indicators.
How financial conditions indexes aggregate credit spreads, rates, and volatility into a single measure, and what tightening or loosening conditions mean for mar…
How the Federal Reserve measures factory output and capacity use, including sector breakdowns and their relationship to inflation and investment.
How initial and continuing unemployment claims provide real-time labor market signals, including key thresholds and interpretation guidelines.
Beyond the headline unemployment rate: understanding labor force participation, the U-6 measure, and what wage data signals about economic conditions.