Atlas Analytics

AI Is Already Showing Up in the Hard Data

Is U.S. productivity entering its 1996 moment?

Apr 5 • Jake Schneider

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March 2026

Kevin Warsh and a New Monetary Policy Regime

From flexibility to discipline, the Fed’s next chapter may challenge a decade of market assumptions.

Mar 29 • Jake Schneider

2

A Tale As Old As Time: The President Who Wants More Control Over Interest Rates

Tension between the White House and the Federal Reserve is not new. It is built into the system.

Mar 22 • Jake Schneider

3

How Atlas Generated 21% Returns and 23 Points of Alpha in 2026

From shorting long-duration bonds to arbitraging ETFs, Atlas signals identified several macro opportunities while the NASDAQ and S&P are negative…

Mar 15 • Jake Schneider

1

Satellite Signals Suggest U.S. Economic Growth Is Gradually Slowing

Core GDP is on a long-term slowing cycle — and Atlas Analytics is seeing it first from space

Mar 8 • Jake Schneider

3

Rethinking Economic Measurement in the AI Era

A Dispatch from the National Association of Business Economics (NABE) Policy Conference

Mar 1 • Jake Schneider

2

February 2026

When Headline GDP and Core Economic Activity Diverge

A decomposition of the Q4 2025 GDP release — and what it reveals about trade, inventories, and real-time measurement

Feb 22 • Jake Schneider

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Official Release: Q4 2025 GDP Forecast

Production expanded, trade added lift, and domestic demand stayed resilient

Feb 15 • Jake Schneider

5

Artificial Intelligence & Economic Growth: Boom or Bust?

Atlas Analytics Founder and CEO, Jake Schneider, was joined by economists, Cliff Waldman and Daniel Bachman, for a conversation on the hype, data, and…

Feb 8 • Jake Schneider, Daniel Bachman, and Cliff Waldman

5

Powell Paused. The Data May Force the Next Fed Move Higher.

Economic Growth Is Accelerating. Now the Dual Mandate’s Target Is Lower Inflation.

Feb 1 • Jake Schneider

5

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January 2026

A Picture Is Worth A 1000 Words – Part III

Measuring Construction in Near Real-Time from Outer Space

Jan 25 • Jake Schneider, David Michael, and Michael Eggleston

5

Trump’s Challenge Leaves Federal Reserve Independence at a Crossroads

Establishing Atlas Analytics’ Contrarian Macro Thesis

Jan 18 • Jake Schneider

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