• Wholesale inventory-to-sales ratio jumps to record 1.65 in April. • Inventories increased 0.3% while sales dropped 16.9%. • While inventory swings can have a meaningful impact on GDP, in the current quarter they will be overwhelmed [...]
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| Jun 09 2020Wholesale I/S ratio Jumps to Record as Inventories Edge Up and Sales Plummet
- Global| Jun 09 2020
Wholesale I/S Ratio Jumps to Record as Inventories Edge Up and Sales Plummet
• Wholesale inventory-to-sales ratio jumps to record 1.65 in April. • Inventories increased 0.3% while sales dropped 16.9%. • While inventory swings can have a meaningful impact on GDP, in the current quarter they will be overwhelmed [...]
- Global| Jun 08 2020
Response to: BLS Failed Its Mandate: "Fearless Publication of the Facts"
In his Viewpoint commentary, Joseph Carson said the Bureau of Labor Statistics (BLS) "failed to live up to its mandate as it published two employment reports for April and May filled with distorted and corrupt data". He notes that [...]
- Global| Jun 08 2020
Response to: BLS Failed Its Mandate: "Fearless Publication of the Facts"
In his Viewpoint commentary, Joseph Carson said the Bureau of Labor Statistics (BLS) "failed to live up to its mandate as it published two employment reports for April and May filled with distorted and corrupt data". He notes that [...]
- Global| Jun 04 2020
State & Pandemic Assistance Continuing Claims Total 32.5 Million; 19.9% of Labor Force
• Initial jobless claims decreased to a still extremely-elevated 1.877 million in the week ending May 30. • Federal Pandemic Unemployment Assistance new filers declined to 623,073. • Continuing claim for state programs increased to [...]
- Global| Jun 04 2020
State & Pandemic Assistance Continuing Claims Total 32.5 Million; 19.9% of Labor Force
• Initial jobless claims decreased to a still extremely-elevated 1.877 million in the week ending May 30. • Federal Pandemic Unemployment Assistance new filers declined to 623,073. • Continuing claim for state programs increased to [...]
- Global| Jun 03 2020
U.S. Mortgage Loan Applications Now Down 39% from Early March High
• Mortgage applications decreased 3.9% in week ending May 29. • Refinancing applications dropped 8.6%, the seventh consecutive weekly decline. The Mortgage Bankers Association reported that its total Mortgage Applications Index [...]
- Global| Jun 03 2020
U.S. Mortgage Loan Applications Now Down 39% from Early March High
• Mortgage applications decreased 3.9% in week ending May 29. • Refinancing applications dropped 8.6%, the seventh consecutive weekly decline. The Mortgage Bankers Association reported that its total Mortgage Applications Index [...]
- Global| Jun 01 2020
U.S. Construction Remains a Relative Bright Spot
• Construction spending dropped 2.9% in April with net upward revisions to previous months. • April's decline is small compared to other economic statics; looks closer to recent recessions. The value of construction put-in-place fell [...]
- Global| May 29 2020
U.S. International Trade Collapses in April; Deficit Widens
• Trade deficit widens to -69.7 billion. • A 25.2% drop in exports more than offsets the 14.3% decline in imports. • All categories of exports and imports decreased in April. The advance estimate of the U.S. trade deficit in goods [...]
- Global| May 29 2020
U.S. International Trade Collapses in April; Deficit Widens
• Trade deficit widens to $69.7 billion. • A 25.2% drop in exports more than offsets the 14.3% decline in imports. • All categories of exports and imports decreased in April. The advance estimate of the U.S. trade deficit in goods [...]
- Global| May 28 2020
State & Pandemic Assistance Initial Claims Total 46.7 Million in Last Ten Weeks; State Continuing Claims Decline
• Initial jobless claims decreased to a still extremely-elevated 2.123 million in the week ending May 23. • Federal Pandemic Unemployment Assistance program at 1.19 million new filers; previous week revised down substantially driven [...]
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