🔮Signals: Top sources for forward looking economic & tech insights
Essential data, analysis and trend sources for maintaining your own independent forward looking perspective.
📊 Global Data & Signals
- Institute of International Finance - Global debt and capital flows datasets and researc.
- Penn World Tables - GDP data for 185 countries 1950-2023, comparing levels of income, output, input and productivity
- Economic Diversification Index - tracks the economic diversification of the world's top 112 countries.
- Weforum.org - World Economic Forum coverage of key tech & economic trends
- IMF Composition of Official Foreign-Exchange Reserves (COFER) https://data.imf.org/en/datasets/IMF.STA:COFER Tracks reserves held in USD vs other currencies; key indicator of the U.S. dollar’s reserve-currency status. Trend dashboard here.
- Skimfeed - text only view of all tech and business developments
- Techmeme River - succinct feed of latest tech developments worldwide
US Economy Data
- Real-Time Federal Budget Tracker - US Government deficit, tax, incoming & spend figures
- Reed Smith Tariff Tracker - tracks tariff rates, exemptions and which tariffs are implemented (vs threatened).
- Bureau of Labor Statistics - job market data and indicators including a portal of Charts for Economic News Releases.
- FiscalData API Documentation - Open-source tools for tracking federal finance data.
- Consumer Price Index (CPI) from BLS
- Bureau of Economic Analysis (bea.gov) - Latest economic indicators published by the US Dept of Commerce.
- The Challenger Report - Layoff statistics from Challenger, Gray & Christmas Layoffs (outplacement firm)
- NFIB Small Business Jobs Report - small businesses surveys by the National Federation of Independent Businesses.
Market Indicators
- CBOE Volatility Index or VIX Index - a market indicator of expected volatility of the S&P 500 Index (how much the market thinks the S&P 500 Index will fluctuate in the 30 days).
- EPFR - macro insights on fund flows and allocations tailored to quants and economists.
- The Conference Board provides in-depth forward-looking economic indicators and insights gleaned from its Center for Economic Development as well as its membership of leading companies and unions.
- Yahoo's free sortable chart tracks real-time prices, volumes and more.
- Trading Economics - an aggregator of economic indicators, market indexes, exchange rates, bonds, and commodities.
- Purchasing Managers Index: for Manufacturing, for Services. Provides early indicators of whether the economy is contracting or expanding: >50=Expanding; <50=Contracting; Exactly 50=No change since previous month. Tracked by the Institute for Supply Management (ISM).
- ISMWorld.org for headline/infographic versions of latest indicators.
- Shipping & Freight Insights - North America & Global freight market insights for supply chain professionals. Good source for early signals of trade and shipping impacts that could affect pricing.
🧭 Analysis & Insights
- Havre Analytics - Succinct notes on latest economic trends and developments.
- ICCR: Interfaith Center on Corporate Responsibility's list of Proxy Memos and Exempt Solicitations. These disputes/concerns raised by shareholders of public companies can signal emerging issues or shifts.
- Economic Innovation Group - bipartisan economic research toward inclusive prosperity.
- LSEG Insights - Deep coverage of trends shaping financial markets.
- CEIC Data - Macro insights and analysis
- Economic Charts Reddit - often useful mix of charts from different sources.
- Bankless Dashboard - covers top developments in crypto and AI.
- Nansen Research - Authors of detailed crypto trading analysis and the Nansen Risk On/Off indicator.
- IDEAS - the largest bibliographic database dedicated to Economics and available freely on the Internet. Based on RePEc, it indexes 4.4M papers and resources from over 2,000 participating archives.
- Edelman Trust Barometer - Global survey conducted each year to understand what people trust/mistrust and why.
- Baseline Scenario - Focuses on key issues in the global economy and developing concrete policy proposals. Edited by Simon Johnson, professor at the MIT Sloan School of Management and former chief economist of the International Monetary Fund, and James Kwak professor at the UConn School of Law, chair of the Southern Center for Human Rights.
- The Lipton Archive at UPenn. Lipton’s "New Paradigm ” corrects Friedman‘s notion that corporations solely serve shareholders, saying the purpose of corporations is to provide sustainable, long-term value for all stakeholders (employees, customers, suppliers, and communities) rather than focusing solely on short-term shareholder profits.
- Historic Crypto Market Cap movement. Tracks top crypto assets as they move up and down the market cap rankings list. To see how specific assets moved up/down in a given period of time, use URL: https://coinmarketcap.com/historical/20230311/ and change the date at the end of the URL.
🔮 Shifts & Trends
- London School of Economics Social Science Magazine - Latest research on key global concerns.
- Project Syndicate - top experts write on critical world issues and changes underway.
- Noema Magazine - long read essays and pieces on crucial issues of the future that require near-term preparation and action.