• Inventories increased 0.3%, while sales jumped 1.2% in December. • Wholesale inventory-to-sales ratio declined to 1.29. Wholesale inventories grew 0.3% in December (-1.6% year-over-year). Wholesale inventory swings can have a [...]
Introducing
Gerald D. Cohen
in:Our Authors
Gerald Cohen provides strategic vision and leadership of the translational economic research and policy initiatives at the Kenan Institute of Private Enterprise.
He has worked in both the public and private sectors focusing on the intersection between financial markets and economic fundamentals. He was a Senior Economist at Haver Analytics from January 2019 to February 2021. During the Obama Administration Gerald was Deputy Assistant Secretary for Macroeconomic Analysis at the U.S. Department of Treasury where he helped formulate and evaluate the impact of policy proposals on the U.S. economy. Prior to Treasury, he co-managed a global macro fund at Ziff Brothers Investments.
Gerald holds a bachelor’s of science from the Massachusetts Institute of Technology and a Ph.D. in Economics from Harvard University and is a contributing author to 30-Second Money as well as a co-author of Political Cycles and the Macroeconomy.
Publications by Gerald D. Cohen
Global| Feb 10 2021Wholesale I/S Ratio Moves Down in December as Sales Outpace Inventories
- Global| Feb 05 2021
U.S. Trade Deficit Narrows in December; Q4 Drag from Trade Likely Larger
• Trade deficit decreases to $66.6 billion in December. • Exports grow 3.4%; Imports rise 1.5%. • This report suggests net exports will be a larger drag in Q4 than the 1.5 percentage points estimated in last week's GDP report. The [...]
- Global| Jan 29 2021
Employment Cost Growth Ticks Up in Q4
• Overall compensation increased 0.7% in Q4; year-on-year growth accelerates slightly to 2.5%. • Wages and salaries up 0.9% (2.6% y/y) while benefits gain 0.6% (2.3% y/y). The employment cost index (ECI) for civilian workers rose 0.7% [...]
- Global| Jan 28 2021
U.S. Leading Indicators Decelerate in December
• • • Leading index rises 0.3% in December as slowdown from the 0.7% gain in November. • Seven components increase, led by ISM manufacturing new orders. • Three decrease, most notably jobless claims. The Conference Board’s Composite [...]
- Global| Jan 28 2021
U.S. Leading Indicators Decelerate in December
• Leading index rises 0.3% in December as slowdown from the 0.7% gain in November. • Seven components increase, led by ISM manufacturing new orders. • Three decrease, most notably the contribution from jobless claims. The Conference [...]
- Global| Jan 21 2021
Philadelphia Fed Manufacturing Index Jumps in January
• Headline index rebounds in January; strongest reading since February 2020. • All sub-indices rise, most notably new orders. • ISM-adjusted index tops 60, highest since May 2018. The Federal Reserve Bank of Philadelphia Factory [...]
- Global| Jan 15 2021
Empire State Manufacturing Index Declines in January
• Empire State Business Conditions Index decreases to 3.5 in January; fourth consecutive monthly decay. • ISM comparable series edges up to 53.0 from 52.9. • Expectations index falls to 31.9 from 36.3. The Empire State Manufacturing [...]
- Global| Jan 15 2021
Empire State Manufacturing Index Declines in January
• Empire State Business Conditions Index decreases to 3.5 in January; fourth consecutive monthly decay. • ISM comparable series edges up to 53.0 from 52.9. • Expectations index falls to 31.9 from 36.3. The Empire State Manufacturing [...]
- Global| Jan 14 2021
Oil Drives Gains U.S. Import and Export Prices
• Import prices rose 0.9% in December as fuel prices jumped 7.8%. • Export prices gained 1.1% with fuels up 8.9%. • Excluding fuels both import and export prices increased 0.4%. Import prices grew a greater-than-expected 0.9% during [...]
- Global| Jan 14 2021
Oil Drives Gains U.S. Import and Export Prices
• Import prices rose 0.9% in December as fuel prices jumped 7.8%. • Export prices gained 1.1% with fuels up 8.9%. • Excluding fuels both import and export prices increased 0.4%. Import prices grew a greater-than-expected 0.9% during [...]
- Global| Jan 07 2021
U.S. Jobless Claims Decline
• State initial claims edge lower, third consecutive decrease after reaching a three-month high in mid-December. • Federal Pandemic Unemployment Assistance initial claims drop to lowest since April, early in program's existence. • [...]
- Global| Dec 22 2020
U.S. Consumer Confidence Drops in December
• Conference Board measure of consumer confidence falls for second consecutive month; lowest since August. • Current conditions index plummets while expectations rise. • Jobs gap suggests flat-to-up unemployment rate in December. The [...]
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