Economic Dashboard
Recent nominal GDP growth excl. gov. expenses - Quarterly
Weights: economy-in-pieces.xlsx
Food (18% × +2.10% = +0.38 pp)
Healthcare (15% × +7.90% = +1.19 pp)
Existing Home Sales (10% × +2.20% = +0.22 pp)
Travel (8% × +2.70% = +0.22 pp) *
Energy (7% × -2.40% = -0.17 pp)
Transportation (6% × +2.42% = +0.15 pp) *
Banking and Finance (6% × -1.20% = -0.07 pp)
Automotive (5% × +0.20% = +0.01 pp) *
Manufacturing (5% × +15.80% = +0.79 pp) *
Home Construction (4% × +10.60% = +0.42 pp) *
Clothing (1% × +6.90% = +0.07 pp)
AI Infrastructure (0.7% × +73.20% = +0.51 pp)
________________________________________
Sectors covered: 85.7% of GDP (government and other, 14.3%, excluded)
Sum of contributions: +3.71 pp
________________________________________
Recent nominal GDP growth excl. gov. expenses (+4.33%)
* proxy is a volume or index, not dollars, so its growth is real rather than nominal
Food (18% of economy) - proxy: US Grocery Sales - Monthly
76B (+0.6% vs last year)
Jul 2026
Healthcare (15% of economy) - Quarterly
3T (+7.4% vs last year)
Jun 2026
Existing Home Sales (10% of economy) - Monthly
3M (-1.2% vs last year)
Aug 2026
Travel (8% of economy) - US Airports Passenger Volume - Monthly
70,617,131 (-2.0% vs last year)
Sep 2026
Energy (7% of economy) - US Personal Energy Consumption - Monthly
7.70Q BTU (-0.6% vs last year)
Jun 2026
Banking and Finance (6% of economy) - US Financial Activity (weekly hours) - Monthly
3M (-1.2% vs last year)
May 2026
Transportation (6% of economy) - US Transportation Services Index - Monthly
135.70 (-2.02% vs last year)
Jul 2026
Manufacturing (5% of economy) - US ISM PMI - Monthly
55.60 (15.8% vs last year)
Jul 2026
Automotive (5% of economy) - US Vehicle Sales (trailing 12 months) - Monthly
16M units (-3.4% vs last year)
Sep 2026
Home Construction (4% of economy) - US Monthly Housing Starts - Monthly
1M (-1.2% vs last year)
Aug 2026
Clothing (1% of economy) - US Clothing Monthly Sales - Monthly
26B (4.1% vs last year)
Aug 2026
AI Infrastructure (0.7% of economy) - NVIDIA Quarterly Sales - Quarterly
96,221M (+105.8% vs last year)
Jul 2026
Inflation
US CPI (traditional inflation) - Monthly
3.74%
Sep 2026
US Producer Price Index - Monthly
159.78 (+6.35% vs last year)
Sep 2026
Commodities Inflation Index - Monthly
193.20 (16.56% vs last year)
Jul 2026
GDP (Productivity)
US GDP Real Growth Rate QoQ - Quarterly
2.20%
Jun 2026
US GDP Real Growth Rate YoY - Quarterly
2.10%
Jun 2026
US GDP Growth Rate - Quarterly
6.56%
Jun 2026
Labor
US Nonfarm Payrolls (job creation) - Monthly
29.00K
Sep 2026
US Average Hourly Earnings - Monthly
37.81 (+3.0% vs last year)
Sep 2026
Labor Force Participation - Monthly
61.80
Sep 2026
US Unemployment - Monthly
4.20% (-2.3% vs last year)
Sep 2026
US Population - Monthly
343,008K (+0.2% vs last year)
Aug 2026
Debt
Government Debt Service as a % of GDP - Annually
3.15% (+4.4% vs last year)
Jan 2025
Household debt service as a % of disposable income - Quarterly
11.16% (+3.6% vs last year)
Jan 2026
Credit-Card Delinquency Rate - Quarterly
2.85% (-6.25% vs last year)
Apr 2026
US Corporate Bond Issuance - Monthly
269.8 bn (-9.84% vs last year)
Sep 2026
New Mortgage Originations - Quarterly
504.6 bn (+10.12% vs last year)
Jun 2026
New Auto-Loan Originations - Quarterly
210.8 bn (+12.17% vs last year)
Jun 2026
Auto-Loan Delinquency Rate (90+ Days) - Quarterly
5.49% (+10.00% vs last year)
Jun 2026
MBA Mortgage Applications (Weekly Change) - Weekly
3.4%
Oct 2026
Transportation
Manufacturers' New Orders: Total Manufacturing - Monthly
663,491.00 (+8.51% vs last year)
Aug 2026
US Industrial Production - Monthly
103.95 (+2.25% vs last year)
Sep 2026
Truck Tonnage Index - Monthly
113.50 (-0.35% vs last year)
Jul 2026
Cass Freight Index: Shipments - Monthly
1.062 (+1.92% vs last year)
Sep 2026
Other Economic Metrics
Conference Board Leading Economic Index (LEI) - Monthly
99.60 (0.6% vs last year)
Sep 2026
US Federal Surplus or Deficit / Nominal GDP - Annually
-5.77%
Dec 2025
Consumer Sentiment - Monthly
51.70 (-11.2% vs last year)
Aug 2026
US Retail Sales - Monthly
646,347.00 (+5.36% vs last year)
Aug 2026
US Cash use (% of all transactions) - Annually
11% (-7% vs last year)
2024
Aerospace - Monthly
99.13
Aug 2026
Rail Freight Carloads - Monthly
992,923.00
Jul 2026
Manufacturers' New Orders: Durable Goods - Monthly
339,392.00
Jul 2026
Global Smartphone Shipments - Quarterly
276.3M (-7.38% vs last year)
Jun 2026
PC Industry Shipments - Quarterly
67.9M (+3.03% vs last year)
Mar 2026
Internet Traffic (AMS-IX) - Weekly
99.7 PB/day (+10.79% vs last year)
Oct 2026
US Consumer Spending - Monthly
22,308.5 bn (+6.08% vs last year)
Aug 2026
Worldwide Software Spending Growth - Annually
13.9%
Dec 2025
Worldwide IT Services Spending Growth - Annually
6.2%
Dec 2025
Global Cybersecurity Spending Growth - Annually
10.1%
Dec 2025
Ransomware Activity (Victims Named) - Monthly
804 (+44.60% vs last year)
Sep 2026
Restaurant & Food-Service Sales - Monthly
91,416.00 (+5.37% vs last year)
Aug 2026
Health and Personal Care Store Sales - Monthly
39,216.00 (-0.68% vs last year)
Aug 2026
Pet Services Including Veterinary (CPI) - Monthly
382 (+4.75% vs last year)
Aug 2026
US Pharma Plant and Equipment (Gross) - Quarterly
308,022.00 (+10.17% vs last year)
Apr 2026
US Government Financing
| Week | Gross issuance | Maturities | Net issuance | Treasury General Account (TGA) | Foreign/indirect |
|---|---|---|---|---|---|
| Oct 5 – Oct 11, 2026 | $576.2 bn | $551.1 bn | $25.2 bn | $887.5 bn | 53.4% |
| Sep 28 – Oct 4, 2026 | $846.1 bn | $803.0 bn | $43.0 bn | $871.2 bn | 51.9% |
| Sep 21 – Sep 27, 2026 | $558.6 bn | $574.7 bn | -$16.1 bn | $945.3 bn | 53.8% |
| Sep 14 – Sep 20, 2026 | $666.3 bn | $622.0 bn | $44.4 bn | $985.9 bn | 57.3% |
| Sep 7 – Sep 13, 2026 | $526.7 bn | $579.9 bn | -$53.2 bn | $822.2 bn | 55.3% |
| Aug 31 – Sep 6, 2026 | $844.5 bn | $774.4 bn | $70.1 bn | $888.9 bn | 54.7% |
| Aug 24 – Aug 30, 2026 | $606.0 bn | $541.4 bn | $64.5 bn | $971.3 bn | 58.2% |
| Aug 17 – Aug 23, 2026 | $745.0 bn | $669.3 bn | $75.7 bn | $933.2 bn | 53.9% |
| Aug 10 – Aug 16, 2026 | $577.3 bn | $521.5 bn | $55.8 bn | $959.2 bn | 54.5% |
| Aug 3 – Aug 9, 2026 | $640.6 bn | $541.9 bn | $98.8 bn | $954.1 bn | 55.1% |
| Jul 27 – Aug 2, 2026 | $843.5 bn | $720.5 bn | $123.0 bn | $876.6 bn | 54.4% |
| Jul 20 – Jul 26, 2026 | $593.7 bn | $487.7 bn | $106.0 bn | $886.3 bn | 55.8% |
| Jul 13 – Jul 19, 2026 | $691.7 bn | $582.1 bn | $109.6 bn | $815.4 bn | 61.4% |
| Jul 6 – Jul 12, 2026 | $580.7 bn | $550.3 bn | $30.4 bn | $738.3 bn | 54.4% |
| Jun 29 – Jul 5, 2026 | $736.0 bn | $680.0 bn | $56.0 bn | $776.8 bn | 52.1% |
| Jun 22 – Jun 28, 2026 | $515.1 bn | $507.7 bn | $7.4 bn | $895.6 bn | 54.2% |
| Jun 15 – Jun 21, 2026 | $597.7 bn | $566.5 bn | $31.1 bn | $915.1 bn | 59.1% |
| Jun 8 – Jun 14, 2026 | $529.8 bn | $545.4 bn | -$15.5 bn | $816.0 bn | 53.5% |
| Jun 1 – Jun 7, 2026 | $727.8 bn | $645.3 bn | $82.5 bn | $825.5 bn | 55.0% |
| May 25 – May 31, 2026 | $582.0 bn | $467.4 bn | $114.6 bn | $903.9 bn | 56.4% |
| May 18 – May 24, 2026 | $566.2 bn | $481.0 bn | $85.2 bn | $825.5 bn | 52.0% |
| May 11 – May 17, 2026 | $715.5 bn | $660.3 bn | $55.2 bn | $758.8 bn | 52.6% |
| May 4 – May 10, 2026 | $486.7 bn | $498.3 bn | -$11.6 bn | $839.2 bn | 52.2% |
| Apr 27 – May 3, 2026 | $763.1 bn | $780.3 bn | -$17.3 bn | $857.3 bn | 57.8% |
| Apr 20 – Apr 26, 2026 | $478.6 bn | $533.6 bn | -$55.0 bn | $974.3 bn | 53.4% |
| Apr 13 – Apr 19, 2026 | $663.9 bn | $682.9 bn | -$19.0 bn | $998.6 bn | 58.8% |
| Apr 6 – Apr 12, 2026 | $478.4 bn | $524.7 bn | -$46.3 bn | $703.2 bn | 54.0% |
| Mar 30 – Apr 5, 2026 | $728.4 bn | $707.4 bn | $21.0 bn | $753.9 bn | 54.2% |
| Mar 23 – Mar 29, 2026 | $531.9 bn | $528.0 bn | $3.9 bn | $848.7 bn | 57.1% |
| Mar 16 – Mar 22, 2026 | $705.1 bn | $620.7 bn | $84.4 bn | $870.9 bn | 56.9% |
| Mar 9 – Mar 15, 2026 | $540.4 bn | $520.3 bn | $20.2 bn | $806.3 bn | 58.6% |
| Mar 2 – Mar 8, 2026 | $761.1 bn | $668.0 bn | $93.0 bn | $833.1 bn | 55.5% |
| Feb 23 – Mar 1, 2026 | $572.4 bn | $499.0 bn | $73.4 bn | $798.9 bn | 58.2% |
| Feb 16 – Feb 22, 2026 | $750.1 bn | $668.5 bn | $81.7 bn | $893.4 bn | 56.5% |
| Feb 9 – Feb 15, 2026 | $540.7 bn | $478.4 bn | $62.3 bn | $913.6 bn | 57.3% |
| Feb 2 – Feb 8, 2026 | $779.5 bn | $729.0 bn | $50.5 bn | $905.3 bn | 59.1% |
| Jan 26 – Feb 1, 2026 | $558.6 bn | $478.5 bn | $80.1 bn | $893.2 bn | 57.4% |
| Jan 19 – Jan 25, 2026 | $568.8 bn | $541.8 bn | $27.0 bn | $900.5 bn | 55.6% |
| Jan 12 – Jan 18, 2026 | $629.1 bn | $621.0 bn | $8.1 bn | $868.2 bn | 52.7% |
| Jan 5 – Jan 11, 2026 | $480.0 bn | $507.0 bn | -$27.0 bn | $775.1 bn | 53.8% |
| Dec 29 – Jan 4, 2026 | $725.4 bn | $683.6 bn | $41.7 bn | $781.2 bn | 54.7% |
| Dec 22 – Dec 28, 2025 | $559.0 bn | $574.8 bn | -$15.8 bn | $833.8 bn | 61.2% |
| Dec 15 – Dec 21, 2025 | $600.1 bn | $569.7 bn | $30.5 bn | $839.8 bn | 55.9% |
| Dec 8 – Dec 14, 2025 | $488.0 bn | $536.0 bn | -$48.0 bn | $792.5 bn | 54.9% |
| Dec 1 – Dec 7, 2025 | $721.0 bn | $672.6 bn | $48.4 bn | $870.2 bn | 59.2% |
| Nov 24 – Nov 30, 2025 | $633.5 bn | $566.0 bn | $67.5 bn | $956.0 bn | 59.8% |
| Nov 17 – Nov 23, 2025 | $689.7 bn | $637.7 bn | $52.0 bn | $892.1 bn | 56.8% |
| Nov 10 – Nov 16, 2025 | $549.2 bn | $506.1 bn | $43.1 bn | $959.1 bn | 57.6% |
| Nov 3 – Nov 9, 2025 | $545.1 bn | $504.3 bn | $40.8 bn | $949.8 bn | 54.3% |
| Oct 27 – Nov 2, 2025 | $866.5 bn | $758.1 bn | $108.4 bn | $926.3 bn | 59.5% |
| Oct 20 – Oct 26, 2025 | $541.7 bn | $486.9 bn | $54.8 bn | $942.5 bn | 60.9% |
| Oct 13 – Oct 19, 2025 | $662.3 bn | $570.6 bn | $91.7 bn | $905.4 bn | 61.5% |
| 52-week total | $32,865.3 bn | $30,727.0 bn | $2,138.3 bn | 56.1% |
Weeks run Monday to Sunday and are dated by settlement, not auction. Gross issuance is the total accepted across every auction settling that week. Net issuance is the week’s change in debt held by the public, which Treasury reports daily, so it is measured rather than reconstructed; maturities are gross issuance less net. The Treasury General Account is the government’s cash balance at the Fed, at the close of the week’s last business day — a balance rather than a flow, so it carries no total. Foreign/indirect is the indirect bidder share of total accepted. Sources: TreasuryDirect auction results and the Daily Treasury Statement, and Debt to the Penny.