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SubscribeThe latest read on inflation through the lens of what companies are actually charging and experiencing.
Read PDFTracking capital expenditure trends from public company filings in the fourth quarter of 2025.
Read PDFCorporate price and cost data cross-checked against official CPI figures for March 2026.
Read PDFPrivate market labor indicators and employment trends from America's largest employers for January 2026.
Read PDFWhat the nation's largest banks are telling us about consumer spending patterns in 4Q25 earnings.
Read PDFGDP indicators from corporate filings of companies reporting on non-standard fiscal calendars, Part 2.
Read PDFPrivate market labor indicators and employment trends from America's largest employers for December 2025.
Read PDFGDP indicators from corporate filings of companies reporting on non-standard fiscal calendars, Part 1.
Read PDFA data-driven investigation into the "job-loss-less" potential downturn of 2023 using public company filings.
Read PDFTracking investment growth using corporate capital expenditure disclosures vs. government reporting.
Read PDFCorporate price and cost data cross-checked against official CPI figures for November 2025.
Read PDFPrivate market labor indicators and employment trends from America's largest employers for November 2025.
Read PDFA bottom-up look at retail sales trends in 3Q25 using public company revenue disclosures and consumer-facing data.
Read PDFCorporate employment metrics from 3Q25 earnings — what management teams are saying about hiring and wages.
Read PDFA snapshot of consumer health heading into the holiday season — spending trends, sentiment, and what corporate data is signaling.
Read PDFAnalyzing order backlogs across publicly traded companies as a leading indicator of economic activity.
Read PDFOur proprietary Gross National Income model update using corporate data as a cross-check on official GDP figures.
Read PDFPrivate market labor indicators and employment trends from America's largest employers for October 2025.
Read PDFGDP indicators from corporate filings of off-cycle reporters for the third quarter of 2025, Part 2.
Read PDFCorporate price and cost data cross-checked against official CPI figures for September 2025.
Read PDFConsumer spending patterns as summer winds down — which sectors are holding up and which are showing cracks.
Read PDFHow well does the S&P 500 predict recessions compared to traditional economist forecasts?
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