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A selection of published reports — available to everyone, no subscription required.
The latest read on inflation through the lens of what companies are actually charging and experiencing.
Read PDFTracking business investment and capital expenditure trends from public company filings through 4Q25.
Read PDFWhat are the nation's largest banks telling us about consumer spending? An analysis of 4Q25 earnings data from major financial institutions.
Read PDFAn analysis of economic indicators from companies with non-standard fiscal calendars, providing an early read on 4Q25 GDP trends.
Read PDFA data-driven investigation into whether the U.S. experienced a recession in 2023 — what public company filings reveal that official statistics don't.
Read PDFHow corporate retail sales reporting compares to the government's official figures in the third quarter of 2025.
Read PDFCorporate employment metrics from 3Q25 earnings — what management teams are saying about hiring, wages, and workforce trends.
Read PDFTracking corporate order backlogs from public company filings — a leading indicator of future production and economic activity.
Read PDFPrivate market labor indicators and employment trends from America's largest employers — beyond what the BLS reports.
Read PDFConsumer spending patterns as summer winds down — which sectors are holding up and which are showing cracks, based on company earnings calls.
Read PDFHow well does the S&P 500 predict recessions compared to traditional economist forecasts? We put the data to the test.
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