Business Activity · causal implications
One dated reading per day, frozen as published. Each lists the channels at work and the data series that would confirm or invalidate it.
DateCardAvg 5d
- 2026-10-21Expansionary cycle persists as activity offsets high real yields and restrictive policy.
- 2026-10-20Procyclical Expansion: Robust Demand Offsets Tightening Financial Conditions
- 2026-10-19Mid-cycle expansion sustained by industrial momentum despite restrictive rates.
- 2026-10-16Business expansion drives procyclical asset returns despite elevated nominal yields.
- 2026-10-15Activity expansion drives yields higher while compressing credit spreads.
- 2026-10-14Cyclical Expansion Sustains Yield Pressure Amid Tight Credit Spreads
- 2026-10-13Robust Expansion Sustained by Positive Slope and Low Volatility.
- 2026-10-05Pro-cyclical expansion persists amid elevated yields and firming industrial momentum.
- 2026-10-04Cyclical Expansion Driven by Output Momentum and Yield Steepening
- 2026-10-02Expansionary momentum drives pro-cyclical asset performance and curve steepening.
- 2026-09-30Business activity expansion drives yields and energy higher amid tight credit spreads.
- 2026-09-29Procyclical Expansion: Growth Momentum Sustains High Yields and Equity Risk Premia
- 2026-09-28Expansion sustains pro-cyclical asset performance amid labor tightness.
- 2026-09-27Pro-Cyclical Expansion Sustains Upward Pressure on Yields and Risk Assets
- 2026-09-25Pro-cyclical expansion persists as yield curve normalization validates activity growth.
- 2026-09-23Activity Contraction Amidst High Input Costs Pressures Corporate Margins
- 2026-09-21Cyclical Expansion: Pro-Growth Beta Overwhelms Inflationary Drag
- 2026-09-18Activity Expansion Driving Pro-Cyclical Yield Steeping and Credit Compression.
- 2026-09-14Robust Expansion: Demand-Driven Growth Pressuring Term Premia and Commodity Prices
- 2026-09-13Robust Industrial Expansion Driving Rates and Cyclical Equities Higher
- 2026-09-11Cyclical Expansion Supports Risk Assets via Earnings Growth and Compressed Risk Premia.
- 2026-09-09Pro-Cyclical Expansion: Broad Asset Appreciation Driven by Activity Shocks
- 2026-09-08Cyclical Expansion Sustains Risk Premia Compression Amid Rising Real Rates
- 2026-09-07Cyclical Expansion Phase: Robust Industrial Demand Offsets High Input Costs
- 2026-08-17Pro-Cyclical Expansion Driven by Industrial Momentum and Stable Credit Spreads.
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