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Macro Analysis

State of the Labor Market According to HCM Firms - February 2025

What are publicly traded Human Capital Management firms saying about the labor market? And does it corroborate or contradict what the gov't data is saying?

Public Company "Tan Book" - 1/27 - 2/8

What are public companies saying about the economy, the labor market, and price inflation?

The State of Small Business - January 2025

Macro data from PAYX, ADP, FI, INTU, BAC and Gusto can give us a good look into the state of small business. What is their data telling us?

4Q Consumer Spending Takeaways from V and MA EPS

Did Visa and Mastercard validate or contradict consumer spending the insights we learned from the banks?

4Q24 Consumer Spending Indicators from Bank Earnings

What can 4Q bank earnings tell us about consumer spending?

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