Investors are sifting through a deluge of backlogged data after a historic U.S. government shutdown. As data have caught up, many reports have missed consensus estimates, stoking fears that Wall Street may be overlooking a slowdown in the U.S. economy [Figure 1].
To help allay those fears, we’re addressing some questions we’ve received about the economic landscape recently, and provide our thoughts on what to look for in gauging economic health.