What does the data from publicly traded banks say about consumer spending in 4Q25?
What do private market labor indicators have to say about the state of the labor market in December?
What did November's CPI report tell us about the state of inflation in the US? And is it accurate?
What do employee counts and compensation expense from publicly traded companies say about the labor market in 3Q25?
What does TCE's Gross National Income model say about the economy for 3Q25?
We examine the track record of the S&P500 to predict recessions and compare it to that of economists
What do publicly traded companies reporting "off-cycle" say about 4Q25 GDP?
How much did investment in the U.S. economy grow in 3Q25?
What did publicly traded retailers report for 3Q, and how does it compare to gov't data?
What can we say about the strength and spending habits of the American consumer in 3Q25?
What can we say about consumer spending now that summer is (almost) over?
A fresh look at our publicly traded data suggests we may have had a "job-loss-less" recession in 2023
