On Alternate Indicators
How to Think About ADP, Revelio and the Chicago Fed Nowcast| Guy’s Substack
Claims, Hiring Plans; Data During a Government Shutdown| Guy’s Substack
Making Sense of Positive Flows vs. Downbeat Stocks in the Current Population Survey| Guy’s Substack
New Statement, New Projections| macromostly.substack.com
A big slice off nonfarm payroll employment, as expected| Guy’s Substack
Claims a tad worse (but not meaningfully); upbeat business hiring plans| Guy’s Substack
Still stable; limited signs of renewed cooling; sectoral labor shortages| macromostly.substack.com
The near-term labor market scare is dissipating| macromostly.substack.com
A labor economist's reflections on the aftermath| macromostly.substack.com
They disagree less than you think| macromostly.substack.com
The Pendulum Swings Back| macromostly.substack.com
Soft Landing, But Lots of Taxiing on the Runway| macromostly.substack.com
