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by Calculated Danger on 9/26/2025 01:17:00 PM
From BofA:
Since our final weekly publication, 3Q GDP monitoring elevated to 2.6% q/q saar from 2.1%
& BEA revised 2Q GDP up from 3.3% to three.8% within the third estimate. [September 26th comment]
emphasis added
From Goldman:
We boosted our Q3 GDP monitoring estimate by 0.2pp to +2.8% (quarter-over-quarter annualized), reflecting stronger client spending in August and a extra favorable month-to-month path between Q2 and Q3 than we had beforehand assumed. Our Q3 home last gross sales estimate now stands at +1.9%. [September 26th estimate]
And from the Atlanta Fed: GDPNow
The GDPNow mannequin estimate for actual GDP progress (seasonally adjusted annual price) within the third quarter of 2025 is 3.9 p.c on September 26, up from 3.3 p.c on September 17. After latest releases from the US Census Bureau, the US Bureau of Financial Evaluation, and the Nationwide Affiliation of Realtors, a lower within the nowcast of third-quarter actual gross personal home funding progress from 6.4 p.c to 4.1 p.c was greater than offset by will increase within the nowcast of third-quarter actual private consumption expenditures progress from 2.7 p.c to three.4 p.c and the nowcast of the contribution of web exports to third-quarter actual GDP progress from 0.08 share factors to 0.58 share factors. [September 26th estimate]
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