• Inventories increased 0.4% while sales ticked up 0.1% in September. • Wholesale inventory-to-sales ratio unchanged at 1.31. Wholesale inventories grew a greater-than-expected 0.4% in September (-3.9% year-over-year). The Informa [...]
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| Nov 06 2020Wholesale Inventories Rise in September, I/S Ratio Unchanged
- Global| Nov 05 2020
Mixed U.S. Initial Jobless Claims Data: State Improving: PUA Worsening
• State initial claims continued their downward trend. • Federal Pandemic Unemployment Assistance new filers rose for third week. • Continuing claims fell for state and PUA, while PEUC continues upward march. Seasonally adjusted state [...]
- Global| Nov 05 2020
Mixed U.S. Initial Jobless Claims Data: State Improving: PUA Worsening
• State initial claims continued their downward trend. • Federal Pandemic Unemployment Assistance new filers rose for third week. • Continuing claims fell for state and PUA, while PEUC continues upward march. Seasonally adjusted state [...]
- Global| Oct 30 2020
Employment Cost Growth Decelerates to Three-Year Low
• Overall compensation increased 0.5% in Q3 with year-on-year growth slowing to 2.4%. • Wages and salaries up 0.4% (2.5% y/y) while benefits gain 0.6% (2.3% y/y). The employment cost index (ECI) for civilian workers rose 0.5% in the [...]
- Global| Oct 30 2020
Employment Cost Growth Decelerates to Three-Year Low
• Overall compensation increased 0.5% in Q3 with year-on-year growth slowing to 2.4%. • Wages and salaries up 0.4% (2.5% y/y) while benefits gain 0.6% (2.3% y/y). The employment cost index (ECI) for civilian workers rose 0.5% in the [...]
- Global| Oct 29 2020
U.S. Mixed Jobless Claims Data: State Improving: PUA Worsening
• State initial claims declined to their lowest level since mid-March on both a seasonally adjusted and not seasonally adjusted basis. • Federal Pandemic Unemployment Assistance new filers rose for second week. • Continuing claims [...]
- Global| Oct 28 2020
U.S. Goods Trade Deficit Narrows in September from Record Gap
• Trade deficit decreased to $79.4 billion in September from a record $83.1 billion. • Exports grew by 2.7% while imports declined 0.2%. • Exports still 11.4% below February 2020 level. Imports up 2.4%. The advance estimate of the [...]
- Global| Oct 26 2020
Texas Factory Sector Outlook Continues to Improve
• Texas Manufacturing Outlook survey rose to a 19.8% balance; third consecutive positive reading. • Expectations measure edges up. The Federal Reserve Bank of Dallas Texas Manufacturing Outlook Survey General Business Activity Index [...]
- Global| Oct 22 2020
U.S. Leading Indicators: Growth Decelerating
• Leading index rises 0.7% in September. • Coincident indicators up just 0.2%, suggesting slowing growth. • Coincident measure jumped at a 25.0% annual rate in Q3; base effects play an important role as June-to-September growth is at [...]
- Global| Oct 16 2020
U.S. Industrial Production Takes Breather in September
• Industrial production declined 0.6% in September after four months of gains; production 7.1% from February. • Manufacturing decreased 0.3%; 6.4% below February level. • Motor vehicle output down for second consecutive month. [...]
- Global| Oct 15 2020
U.S. Mixed Jobless Claims Data; California Still on Hold
• State initial claims rose to highest level since mid-August on both a seasonally adjusted and not seasonally adjusted basis. • Federal Pandemic Unemployment Assistance new filers decreased for fifth consecutive week to lowest level [...]
- Global| Oct 09 2020
Housing Affordability Declines in August as Falling Income and Rising Home Prices Offset Record Low Rates
• Housing affordability decreased in August for the fourth consecutive month. • Falling incomes and rising home prices offset record low mortgage interest rates. The National Association of Realtors reported that its Fixed Rate [...]
- of31Go to 3 page