Economy

Delaying Employment Situation Release, CPI Release Next?

Is the Administration secretly happy that the employment situation release was delayed? Without inside information, one can’t…

1 year ago

Business Cycle Implications from the ADP Release

My nowcast of BLS private nonfarm payroll employment was for a decreaes of 78K, but with a very wide prediction…

1 year ago

Nowcasting Private NFP for September

We won’t have the BLS series for private NFP as of Friday. Can we use the ADP-Stanford…

1 year ago

FT-Booth GDP Forecast for 2025: 1.6%

That’s q4/q4, as noted in the survey results for September. FIgure 1: GDP (bold black), FT-Booth September…

1 year ago

Douglas Holtz-Eakin on Trade and the Future of the Global Economy [updated]

In a discussion with myself and Aaron Zitzelsberger (WEDC), at UW Madison, Thursday 2 October 2025, sponsored…

1 year ago

Confirmed: Uncertainty about Trade Policy Rises

From Baker, Bloom and Davis, as well as Caldara et al., in the wake of Section 232…

1 year ago

In Search of the Section 232 (National Security) Report on Bathroom Vanities

This is what I found on the Bureau of Industrial Security/Dept of Commerce website:   In contrast,…

1 year ago

What Exactly Happened to the Dollar around “Liberation Day”: Illiquidity vs. No-Confidence

Some people argue the concurrent dollar decline and Treasury yield incrase was attributable to liquidity issues as repicing occurred against…

1 year ago

Sentiment Declines | Econbrowser

U.Michigan index revised down from preliminary. Figure 1: U.Michigan Economic Sentiment (blue), Conference Board Confidence Index (brown), Gallup…

1 year ago

Wisconsin Hammered by Tariffs? | Econbrowser

Yes, if the Philadelphia Fed Early Benchmark is closer to right. Figure 1: Panel A: Average effective…

1 year ago