Economic Update

Experiment: the same data as a hand-sketched mind map, drawn with Rough.js.

Economy score+7Mixed · Oct 21, 2026Jobs+6 MixedADP +90K ↗BLS +29K ↘Aug revised −29KClaims 199K ↗Employment+20 HealthyUnemployment 4.2% ↗Participation 61.8% ↗Want a job 12.90M ↗Openings 7.08M ↘Inflation+3 MixedPPI 6.3% ↗ · core 5.0% ↗CPI 3.7% ↗ · core 2.6% ↗PCE 3.4% ↗ · core 3.0% ↗FedTighteningTarget 3.75–4.00%Effective 3.88% →Goal 2% PCEOutput+41 HealthyGDP 2.2% ↘GDPNow 3.5% ↗Industry 2.2% ↗Consumer−21 SofteningSentiment 48.1 ↘Retail sales 6.3% ↗Saving 4.1% ↘Late on cards 2.85% ↘Rates−89 Stressed10-year 5.15% ↗Mortgage 7.40% →vs a year ago +$73/mo per $100KHousing−22 SofteningStarts 1,221K ↘New supply 8.5 mo ↘Median $417,500 ↘Energy−96 StressedDiesel $6.28 ↗Gasoline $4.28 ↘WTI $107.89 ↘SPR 282.7M bbl ↘RecessionLow riskSahm rule 0.00 pp ↗Signal at 0.50 pp10y-3m 0.86 pp ↘

Green good newsRed bad newsBlue neutral or no changeBox color = sector score · arrows = change since the prior release