Laurent Bilke

@laubilk.alt.ms

73 Followers 105 Following

CEO and Head of Research at Alternative Macro Signals | NLP & ML applied to Macro | Economics and Monetary Policy | Digital Innovation Enthusiast | https://alt.ms

AMS News Volume Index just reached a new all-time high since the series exist in 2018.

Bar chart showing Alternative Macro Signals Inflation News Volume Index in the US, for both Headline and Core inflation: the index level was higher in Feb-25 than at any time in February in the previous 5 years.

shows the net trade contribution to GDP turning sharply negative in Q1, with little changes in other components. From Atlanta Fed GDP Now estimates.

inflation vol measured by 18mth standard deviation showing since COVID levels, but no return to pre-COVID.

inflation news volume in the US showing a pronounced rebound in Dec-24.

Headline and core inflation standard deviation over 18 months windows, showing core inflation volatility is stabilizing at a level twice higher than pre-COVID.