• Housing affordability increased in February to its highest rate since late 2016. • Lower mortgage rates and rising incomes offset higher home prices. The National Association of Realtors reported that its Fixed Rate Mortgage Housing [...]
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| Apr 10 2020Housing Affordability Rises in February Boosted by Lower Rates
- Global| Apr 09 2020
Over 10% of the U.S. Labor Force has Filed Initial Claims in the Last Three Weeks
• Initial jobless claims declined slightly to 6.606 million in the week ending April 4. • Over the last three weeks 16.8 million people have filed new claims. • This suggests an over 10 percentage point rise in the unemployment rate. [...]
- Global| Apr 09 2020
Over 10% of the U.S. Labor Force Filed Initial Jobless Claims in the Last Three Weeks
• Initial jobless claims declined slightly to 6.606 million in the week ending April 4. • Over the last three weeks 16.8 million people have filed new claims. • This suggests an over 10 percentage point rise in the unemployment rate. [...]
- Global| Apr 03 2020
U.S. ISM Nonmanufacturing Misleadingly Strong in March
• ISM Nonmanufacturing index declined substantially less than expected to 52.5. • COVID-19 related slowdown in supplier deliveries drove this reading. • Slower supplier deliveries normally suggest economic strength, but in this case [...]
- Global| Apr 03 2020
U.S. ISM Nonmanufacturing Misleadingly Strong in March
• ISM Nonmanufacturing index declined substantially less than expected to 52.5. • COVID-19 related slowdown in supplier deliveries drove this reading. • Slower supplier deliveries normally suggest economic strength, but in this case [...]
- Global| Apr 01 2020
TTTTCONSTRUCTION
• • • The value of construction put-in-place grew a greater-than-expected 1.8% in January (6.8% year-on-year)....... The construction spending figures, some of which date back to 1946, as well as and US Population-Weighted Heating and [...]
- Global| Apr 01 2020
Weather-Driven Drop in U.S. Construction Spending in February
• Construction spending fell 1.3% higher in February after jumping 2.8% in January. • A return to more somewhat more seasonal weather in February after a very warm January likely played a role. The value of construction put-in-place [...]
- Global| Mar 26 2020
U.S. Initial Claims for Unemployment Insurance Soar to Record XXXX Million
PREVIOUS >>> Initial jobless claims for unemployment insurance surged by 70,000 to 281,000 (+28.3% y/y) in the March 14 week........ Continuing claims for unemployment insurance were 1.701 million in the week ended March 7............ [...]
- Global| Mar 26 2020
U.S. Initial Claims for Unemployment Insurance Soar to Record 3.3 Million
• Initial jobless claims jumped to a record 3.283 million in the week ending March 21. • This is the largest weekly increase since the data was first collected in 1967. • Claims rose in every state led by Pennsylvania, Ohio and New [...]
- Global| Mar 19 2020
U.S. Current Account Deficit Narrows in Q4 as Goods Imports Fall More Than Exports
• Current account deficit narrowed to $109.8 billion, led by a decrease in the goods deficit. • Balance on services and income roughly unchanged. The U.S. current account deficit narrowed to $109.8 billion during Q4'19 from an [...]
- Global| Mar 17 2020
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• • • • Capacity utilization in the manufacturing sector down to 75.1%, well below December 2018 cycle peak of 77.3%. Industrial production decreased 0.3% in January (-0.8% year-on-year) Industrial production and capacity data and US [...]
- Global| Mar 17 2020
Return to Somewhat More Seasonal Weather Boosts Industrial Production in February
• Industrial production increased 0.6% in February driven by a 7.1% jump in utility output. • Factory production edged up 0.1% as gains in motor vehicle production offset continued declines in aerospace. • Capacity utilization in the [...]
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