High-Frequency Post-Virus Recovery

High-Frequency Post-Virus Recovery
Thursday, October 22, 2020
Despite a jump in national social distancing because of Trump's diagnosis, a huge beat in new and continuing claims, lowering the implied unemployment rate to 6.2%.
High-Frequency Post-Virus Recovery
Thursday, October 15, 2020
New claims rise, miss expectations. But continuing claims fall hard in this dynamic V-shaped recovery, taking the implied unemployment rate to a new low.
High-Frequency Post-Virus Recovery
Thursday, October 8, 2020
New claims didn't fall enough to satisfy the consensus or the media. But continuing claims blew through the consensus, lowering the implied unemployment rate to a new recovery low.
High-Frequency Post-Virus Recovery
Thursday, October 1, 2020
Department store same-store-sales manage to uptick to new recovery highs. The V lives!
High-Frequency Post-Virus Recovery
Thursday, September 24, 2020
New jobless claims edge up and miss the consensus. Continuing claims missed too, but still fell -- enough to lower the implied unemployment rate to 9.2% from 9.3%.  
High-Frequency Post-Virus Recovery
Thursday, September 10, 2020
A miss in new and continuing claims, with the implied unemployment rate upticking -- ever so slightly -- for only the second time since the worst. Labor Day drove new recovery highs in air travel and restaurant seatings.
High-Frequency Post-Virus Recovery
Thursday, September 3, 2020
It's officially a recession now, not a depression: the claims-implied unemployment rate falls below 10%. Meanwhile, air travel is stagnant, but dining picks up and even department stores show signs of life.
High-Frequency Post-Virus Recovery
Thursday, August 27, 2020
Who knew there was so much optimism? Initial and continuing claims missed rosy expectations, but both fell, bringing the implied unemployment rate to a new crisis low.
High-Frequency Post-Virus Recovery
Thursday, August 20, 2020
New claims up, missing consensus. But continuing claims were down more, lowering the implied unemployment rate to a new low at 11%.
High-Frequency Post-Virus Recovery
Thursday, August 13, 2020
That's two consensus-beating new claims reports in a row, and the first one under a million since the virus crisis began. 

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