Corporate developments used as early evidence about the economy: earnings and margins, capital expenditure, layoffs and hiring plans, pricing behavior and inventory positions. Entries link each disclosure to the aggregate it anticipates. Read by macro analysts, economists and strategists tracking demand in close to real time.
52 billion dollars of subsidies and a 25 percent tax credit pulled hundreds of billions in semiconductor construction toward Arizona — with strings now tested by politics.
Henrik Larsen · July 14, 2026
Trucking is the economy's rawest real-time gauge — no revisions, no surveys, just rates — and the freight recession told the goods slowdown first.
Henrik Larsen · June 7, 2026
S&P 500 companies returned over 900 billion dollars to shareholders in 2024, more than half of it through repurchases — legal, taxed lightly, and fought over.
Henrik Larsen · May 19, 2026
A quarter of eligible federal contract dollars is reserved for small businesses — a preference system with size rules, protests, and real money attached.
Henrik Larsen · April 30, 2026
Every large U.S. deal crosses one desk — Hart-Scott-Rodino filing, a 30-day clock, and the agencies' choice to clear, negotiate, or sue.
Henrik Larsen · April 26, 2026