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The Nowcast (and other thoughts on the economy)

The Nowcast (and other thoughts on the economy)

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Where I went wrong, and first look at Q4
A regular quarterly feature of The Nowcast
 • Daniel Bachman
More evidence of a strong economy
Butt will it continue?
 • Daniel Bachman
International trade to the rescue?
Falling imports pushed the current quarter forecast up, but for the longer term, watch exports.
 • Daniel Bachman
A little bit of negative news
But we are still seeing a growing economy
 • Daniel Bachman
Everywhere but in the actual numbers
Is AI’s long term impact on the economy already “priced in”?
 • Daniel Bachman
Some more subpar data pulled the Q3 forecast down
And time to pay attention to the Q4 forecast, which is also lower this week
 • Daniel Bachman
The data is back, and so are we
Although for now, we are forecasting history
 • Daniel Bachman
A detailed AI forecast for Q3 GDP, and why you should be suspicious of it
Plus: the Fed nothingburger
 • Daniel Bachman
The Nowcast (and other thoughts on the economy)
The Nowcast (and other thoughts on the economy)
Interested in what's going on in the US economy? My Nowcast of the US economy will help you sort out what today's data actually means.
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New Orders of Durable Goods Don't Forecast Shipments
The information content of the ISM purchasing managers survey
The WEFA U.S. macro model with chain-weighted GDP

The Nowcast (and other thoughts on the economy)

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