Oren Klachkin

Recent Posts

The US Recovery Tracker recorded its second straight loss in the week ended Dec. 24, down 0.3ppts to 97.7. Typical weakness ahead of the holiday...

The Infrastructure Investment and Jobs Act (IIJA) will deliver a 2% boost to US construction activity over the next two years, about five times...

Our US supply-chain stress tracker points to less stress in November. Still, while transportation challenges eased, they remained the greatest...

Our US supply chain stress tracker indicates that supply chain pressures worsened in October, after having eased in September. Preliminary data show...

The US Recovery Tracker rose an impressive 1.5ppts to 99.3 in the week ended October 15, its highest level since February 2020. All six dimensions...

The Housing Affordability Indices (HAIs) show affordability deteriorated in nearly all US and Canadian metros in Q2 2021 as home price inflation...

Our new supply-chain stress indicator reveals the US economy faces escalating supply-side challenges. Transportation logjams are the greatest point...

Headline CPI inflation rose 5.4% y/y in July 2021, but regional inflation is uneven, with prices up 5.9% y/y in the Midwest and 5.8% y/y in the South...

Midwestern and Southern state labor market recoveries are still outpacing the rest of the country. Labor demand has strengthened most strongly in...

Enhanced US unemployment benefits are discouraging only a small share of unemployed workers from finding jobs. The disincentive to work is greatest...