Short, dated items on price and demand: commodities, wholesale costs, shipping rates, currency moves, rent indices and official sales figures. Each entry states the number, the period and the direction of travel. Read by owners setting prices and by suppliers and lenders watching the same series.
Corporate bond spreads measure lenders' appetite for risk — and when they widen, every non-bank loan a small business can get gets more expensive, Fed or no Fed.
Tanya Brooks
The monthly employment situation is a national wage-setting event — the participation rate and average hourly earnings move your labor market whether you follow it or not.
Tanya Brooks
The headline inflation number is national noise; the category detail and the core index are what your cost stack is actually built from.
Michael Hayes
The dollar's exchange rate is a price on every imported input — and for importers, hedging and contract currency are the levers that decide who feels it.
Michael Hayes
Card rates are variable, tied to the prime rate by contract — which makes Fed decisions the one input you can watch in advance.
Michael Hayes