Employment

Looking bad: Looks like the long term growth of government employment was reversed by Obama, then it increased under Trump until the covid crisis: ...Read More

Claims, durable goods orders, vehicle sales

Still massively elevated: Orders are about back to where they were but remain at sub 2018 levels: Still soft and sales lost during the dip not recovered: Sales continue to shift from passenger cars: ...Read More

Personal income and spending

Personal income went up with the crisis due to Federal transfers of the Cares Act, which subsequently faded: Personal income excluding government support continues to lag behind prior levels: Even with the higher levels of total personal income consumption has lagged and most recently decreased as government benefits expired: A part of ...Read More

Trade, architecture billings, Covid chart, bank lending

Promising: No recovery yet: ...Read More

Unemployment claims, consumer sentiment, household debt

No problem here seems: ...Read More

Retail sales, Industrial production, Real estate loans

Fading back to trend: Up a bit but still depressed: Mortgage applications may be up some but not bank lending for real estate: ...Read More

Unemployment claims, rig count, nat gas prices

It’s bad and getting worse: ...Read More

JOLTS, Gasoline, Small business index

Longer-term stagnation setting in: ...Read More

ADP, unemployment claims, trade

This is not good: Imports going up with stimulus funds as jobless claims remain high: ...Read More

Consumer confidence, construction spending, gasoline

Not adjusted for inflation. Most recently showing an increase: ...Read More