Pulse — where demand is changing
20 indicators · built Aug 17, 2026
Demand pulseMixed▲9▼11—09 of 20 accelerating this month
▲2▼2▲1▼4▲1▼1▲2▼2▼2▲2▲1
Accelerating demandΔnow
▲consumer+0.64+0.43
▲macro+0.14+0.75
▲freight+0.14+0.21
▲semis+0.14+0.38
▲macro+0.13+0.65
Decelerating demandΔnow
▼energy-0.36-0.08
▼energy-0.34-0.36
▼consumer-0.26-0.07
▼macro-0.25+0.51
▼energy-0.15-0.10
Philly Fed — New Orders
● +0.75
▲+4.03mo37
diffusion indexJul 1, 2026
Capex Orders (ex Aircraft)
● +0.65
▲+2.5%3mo85.4B
USD millionsstale · Jun 1, 2026
Philly Fed — Future Capex
● +0.51
▼-5.13mo30.1
diffusion indexJul 1, 2026
Unfilled Orders (Backlog)
● +0.19
▲+3.1%3mo1,590.6B
USD millionsstale · Jun 1, 2026
Gasoline Supplied
● -0.08
▲+2.4%3mo8,964
thousand barrels / daystale · Aug 7, 2026
Crude Oil Stocks
● -0.10
▼-6.3%3mo424,410
thousand barrelsstale · Aug 7, 2026
Industrial Production — Utilities
● -0.17
▲+0.5%3mo110
index, 2017=100stale · Jun 1, 2026
Distillate Supplied
● -0.31
▲+0.9%3mo3,458
thousand barrels / daystale · Aug 7, 2026
Petroleum Products Supplied
● -0.36
▲+3.7%3mo20,635
thousand barrels / daystale · Aug 7, 2026
IP — Semiconductors
● +0.38
▲+4.8%3mo182
index, 2017=100stale · Jun 1, 2026
IP — Computers & Electronics
● +0.15
▲+0.4%3mo101
index, 2017=100stale · Jun 1, 2026
E-commerce Retail Sales
● +0.43
▲+2.7%3mo326.7B
USD millionsstale · Jan 1, 2026
Real Retail Sales
● +0.20
▲+0.5%3mo229.4B
USD millions (real)Jul 1, 2026
Total Vehicle Sales
● -0.07
▲+0.8%3mo16.78
millions (SAAR)Jul 1, 2026
UMich Consumer Sentiment
● -0.67
▼-7.1%3mo49.5
indexstale · Jun 1, 2026
Building Permits
● +0.07
▲+0.8%3mo1,374
thousands (SAAR)stale · Jun 1, 2026
30-Year Mortgage Rate
● -0.23
▲+4.9%3mo6.67
percentAug 13, 2026
Initial Jobless Claims
● +0.29
▼-1.4%3mo209,000
claimsstale · Aug 8, 2026
JOLTS Job Openings
● +0.01
▲+6.9%3mo7,359
thousandsstale · Jun 1, 2026
Rail Carloads
● +0.21
▲+1.4%3mo1,006,056
carloadsstale · May 1, 2026