Macro

The Macro desk's data pages: All Indicators, Budget & Spending, Business Activity, Credit & Housing, Currencies, Debt & Interest, Electricity, Energy &…

  • All Indicators: Every major U.S. economic indicator on one board, from GDP and payrolls to rates, credit spreads, bank lending, housing, trade and the dollar, each read against its own history. It shows at a glance…
  • Budget & Spending: What the federal government collects and spends, and where the money goes.
  • Business Activity: The Census Bureau's monthly business indicators: retail sales, factory and capital-goods orders, construction spending, new business applications, inventories and the trade balance, each against its…
  • Credit & Housing: Borrowing, bank lending and the housing market.
  • Currencies: USD/JPY beside the gap between US and Japanese 10-year yields, month by month, and the CFTC's yen futures positioning by week. The full board of the dollar against 22 currencies is on World Powers ->…
  • Debt & Interest: The national debt and what the government pays in interest, against its own history.
  • Electricity: How much power the large U.S. grids carry each day against the same months of earlier years, how fast each state's commercial electricity sales (where EIA counts most data centres) are growing…
  • Energy & Materials: Oil, gold and energy supplies, and what they say about growth and fear.
  • Fed Statements: What Federal Reserve officials say in speeches, testimony, FOMC statements and press conferences, with the measurable claims in them checked against the public record and what the S&P 500 and the…
  • Household Finances: How U.S. households are doing, nationally and state by state: income, wealth by group, debt and how much of it is 90+ days late, cost of living, minimum wages and what families spend on. Household…
  • Labor Market: Jobs, unemployment and wages: whether the economy is hiring or cutting back.
  • Lithium: What U.S. buyers pay for lithium carbonate and hydroxide, where imports come from, listed producers' share prices, and world mine production and reserves.
  • Natural Gas: Henry Hub, the futures curve, storage vs the five-year average, production, LNG exports, power burn, what homes and industry pay, and Europe and Japan prices.
  • Oil Stress: A score for how tight world oil supply is, built from prices and futures spreads, U.S. stocks, OPEC spare capacity, tanker transits through Hormuz, Bab el-Mandeb and Suez, and refining margins, each…
  • Oil to Prices: How an oil shock travels from crude to what households pay, in six measured stages: crude, wholesale fuel, the pump, freight, producer and material prices, and consumer prices, with the lags past…
  • Prices & Inflation: How fast prices are rising for households and businesses.
  • Tariffs & Government: How much the government collects in tariffs and who ends up paying.

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