Macroeconomic Analysis of the US Economy Using Data and Statistics from Publicly Traded Companies.
Who We Are
The Curb Economist uses hard data sourced directly from the filings and conference calls of publicly traded companies — data that most economists overlook in favor of survey-based metrics.
We aggregate the micro to help you assess and forecast the macro, giving you a ground-level view of economic reality in the United States.
What We Offer
Our research analyzes key macroeconomic indicators — labor markets, inflation, consumer spending, investment, and GDP — through the lens of what America's largest publicly traded companies are actually reporting.
Monthly updates, quarterly deep-dives, and special reports keep you ahead of the economic consensus.
The stock market is better than economists at forecasting the economy
Most economists primarily lean on government survey data to tell you what's happening with the U.S. economy. We use the same hard data that the market relies on to price stocks instead.
Who Should Subscribe
From professional economists to retail investors, our research helps you cut through noise and make better-informed decisions.
The Curb Economist uses hard data from publicly traded companies that few other economists use. We aggregate the micro to help you assess and forecast the macro.
As former institutional investors ourselves, we understand investors are in the business of making money. We give both institutional and retail investors the macroeconomic edge they need to stay ahead of the market consensus.
Companies and businesses are investors too, and probably our most important kind. Our research helps business leaders make smarter decisions about resource allocation and planning in a changing economic environment.
Research institutions need reliable, unbiased economic data to advance knowledge and inform policy. Our hard-data approach complements and challenges conventional wisdom.
Decisions about taxation, infrastructure, and resource management depend on quality economic research. Our bottom-up, data-driven approach provides the clarity government decision-makers need.
Sample Research
Browse a selection of our published reports — covering labor markets, inflation, consumer spending, and more.
How predictive the stock market is at forecasting recessions, and what today’s market is telling us — how often 5% to 50% declines in the S&P 500 and Russell 2000 have meant a recession, the timing vs. the NBER’s announcements, and a comparison with the Philadelphia Fed’s Anxious Index.
Read PDFWhat public companies’ order backlogs say about demand and sales ahead — AI cloud vs. everyone else, the median company, implied book-to-bill, sectors and diffusion indexes.
Read PDFWhat public companies’ revenues say about GDP growth this quarter — total and US revenue growth, sectors, diffusion indexes and guidance, as reported through the week ending November 6, 2026.
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