In-Depth Analysis of This Week's Economic Data

What Moved the Week: A Guided Tour of the Data

Decoding the calendar without getting lost

This week’s releases can feel like alphabet soup—CPI, PPI, claims, PMIs. We map the sequence, explain how each report interacts with the others, and highlight which numbers deserve your attention first. Comment with which release you watch most, and we’ll tailor deeper context in future posts.

Separating signal from statistical noise

Seasonal quirks, base effects, and revisions can distort first impressions. We translate jargon into simple rules: focus on trends, not one-offs; compare three-month averages; read internals like new orders and wages. Save this checklist, and share your own reading tactics so others can learn from your approach.

A practical lens for real decisions

Whether you run a small shop or manage a portfolio, data should inform action. We connect reports to pricing power, hiring plans, and savings choices. Tell us your biggest decision this month—hiring, spending, or investing—and we’ll show which data points best support a confident, timely move.

Inflation Under the Microscope

CPI and your grocery cart

Consumer prices are more than a headline; the details matter. We track sticky categories like shelter and services versus volatile goods, and explain why food and energy swings can mislead. Share which costs hit you hardest recently, and we’ll analyze where those categories might trend next.

Producer prices and the margin story

PPI can foreshadow future consumer prices and corporate profitability. We look at pipeline pressures, transportation costs, and input spreads. If you manage a product line, tell us your lead times and cost changes, and we’ll translate this week’s readings into a practical margin playbook.

Expectations that steer policy

Market breakevens and survey expectations often guide policy stance. We show how expectations react to releases and why they sometimes disagree with spot inflation. Subscribe for our weekly expectations dashboard, and send questions on interpreting breakevens, term premiums, or real yields in plain terms.

Labor Market Snapshots That Actually Matter

Revisions and composition can flip a narrative. We examine full-time versus part-time shifts, sector breadth, and average workweek to assess true labor demand. If you hire seasonally, share your experience this quarter; we’ll relate it to this week’s labor internals and forward signals.

Labor Market Snapshots That Actually Matter

Initial and continuing claims often turn before other indicators. We compare state-level patterns and look for clustering rather than single-week jumps. Comment if your industry is seeing more resumes or slower callbacks; we’ll incorporate that color into how we read next week’s claims.

We read PMIs by dissecting new orders, employment, and inventories. A rising headline with weak new orders sends a mixed signal. Comment with your sector, and we’ll track the subindex that best matches your day-to-day reality in light of this week’s survey results.

Markets and Policy: Reading Reactions Without Overreacting

Rates respond to surprise, not levels alone. We relate moves in the curve to this week’s releases and the path implied for policy. If you watch the two-ten spread or front-end futures, subscribe for our post-release maps that translate shock into scenario planning you can actually use.

Markets and Policy: Reading Reactions Without Overreacting

A firm data beat can lift the dollar, pressure commodities, or do the opposite if growth and inflation signals diverge. We outline the channels clearly. Tell us which cross or commodity you trade, and we’ll cover how this week’s data most often affects its rhythm.