一些宏观系列。一个观察结果并不是一个趋势 - 但仍然……图1:每月GDP(黑色),私人非农业工资就业 - ADP(蓝色),具有平滑种群控制的平民就业(浅蓝色),总小时时间(浅绿色),消费量(TAN),个人收入ex-transfers(pink),pink-transfers(pink),真实的零售销售(puppuple),logs 2025.01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01 = 01
June Alternative Indicators Down from Peak
民用就业已调整为NFP概念,制造生产,实际零售销售,ADP的私人NFP和BTS货运服务指数。唯一的例外是基于劳动指标的费城提出的一致指数。图1:暗示非农业工资早期基准(NFP)(大胆的蓝色),民用就业调整后的平滑种群控制调整为NFP概念(橙色),制造业生产[…]