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Boosted marginally by Boeing; expect a further uplift from Hurricane Helene ahead.
Net trade probably only a small drag on headline growth in Q3.
Underlying equipment investment is still weak, but computers and aircraft are red hot.
Drag from trade on Q3 GDP growth likely to be offset elsewhere.
The rising trend has flattened off; expect a run of lower numbers this fall.
Ignore the headline, the underlying trend is very weak.
Clearer signs that services sector employment is rolling over.
Underlying claims have plateaued, and will probably slip back in the near term.
Weekly data are noisy; the underlying trend is still deteriorating.
Underlying claims rising only slowly for now, but expect a faster deterioration ahead.
Meagre growth in unit labor costs supports the case for policy easing.
The underlying trend in equipment investment looks weak, despite the bumper Q2 headline.
Hit to Q2 GDP growth from net trade probably offset by inventories and investment.
Claims boosted by auto plant shutdowns and Hurricane Beryl, but the underlying trend is rising.
Layoffs still trending higher, but the data will be noisy over the coming weeks.
Net trade and equipment investment both set to drag on Q2 growth.
Probably depressed marginally by Juneteenth; the trend remains upwards.
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