Home Economics

Home Economics

Introducing JobsWatch

The clearest early warning for real estate is payrolls. JobsWatch puts 90 years of monthly, fine-grained employment data at your fingertips—so you can spot turns in architecture, remodeling, office construction, and more.

Aziz Sunderji's avatar
Aziz Sunderji
Sep 17, 2025
∙ Paid

The economy is slowing. We can see it in the data: leading indicators like factory new orders, stock prices, credit spreads, and consumer expectations are all weakening.

But the economy is not a monolith. Some sectors can thrive even amid a broader slowdown. Consider what happened in 2015: an ‘industrial recession’, where [sector]Manufacturing[/sector] c…

User's avatar

Continue reading this post for free, courtesy of Aziz Sunderji.

Or purchase a paid subscription.
© 2025 Aziz Sunderji · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture