What did we think was happening back then, compared to what we know now?
Nonresidential Fixed Investment in the DotCom Boom/Bust
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Is It Real?
Rise in 10 year rates is mostly showing up in real rates, as proxied by TIPS.
Diesel and Heating Oil Dependency, by State
As share of total diesel+heating oil+gasoline consumption volume (a somewhat strange measure to me, but probably gets the idea across), from Nate Silver:
Refiner Capacity Utilization at 97.5
As of September 11.
Manufacturing Employment Recovery Delayed?
Here are several measures of manufacturing employment. ADP suggests continued deterioration, while QCEW (through March) fell as official employment rose.
“The State of Working Wisconsin, 2026”
From the High Road Strategy Center, an annual report:
Gasoline and Diesel Report
Data through yesterday:
Anticipating the EIA Gasoline and Diesel Update
According to AAA, regular gasoline is up 3.8% relative to a week ago, diesel up 4.5%.
August Real Median Household Income down Relative to May
Motio Research‘s measure is down 1.2% relative to May, but flat relative to July.
Where Should We Be, Taylor Rule Wise?
Implications from the Atlanta Fed Taylor Rule utility default settings: