The University of Michigan Current Economic Conditions Index has historically acted as a contrarian indicator for stocks. The highest forward-looking returns for the S&P 500 have come when the index ...
Former Federal Reserve Vice Chairman Roger Ferguson believes current economic indicators do not justify aggressive interest rate cuts, suggesting the Fed may only implement one more reduction before ...
The persistent decline in the US Leading Economic Index and Employment Trends Index signals rising recession risk despite the AI-driven capex surge. Employment growth has slowed to recessionary levels ...
Before we answer those questions, it's helpful to understand exactly what the VCI is and why it's so accurate. Zandi and his colleagues based the index on the Sahm Rule, developed by economist Claudia ...
The December 2025 reading was 50.4, and the 3-month rolling average in January 2026 hit 52.3. Both of those numbers are the lowest ever seen on this report going all the way back to the late 1970s.