Atlas Analytics

The Data Caught Up: Atlas Forecasted Q2 GDP at 2.0%. The Final Estimate: 2.2%

Two months ago, Atlas forecasted 2.0% growth. The government initially reported 1.5%. Today, after incorporating substantially more data, the BEA…

Oct 4 • Jake Schneider

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September 2026

The Fed Raised Rates. It Is Also Rethinking How It Reads the Economy.

September’s rate increase drew the headlines. Five task forces offer a closer look at how the Fed may approach future decisions.

Sep 27 • Jake Schneider

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The Economy Is Observable Now

Satellite imagery for real-time macro observation.

Sep 20 • Jake Schneider

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Why the First GDP Number Is Only the Beginning

What revisions teach us about the challenge of measuring the economy in real time

Sep 13 • Jake Schneider

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Is the Dollar Primed for a Break Out? Part II

In May, we argued that the dollar was poised to appreciate. Three months later, UUP is up approximately 4% year-to-date, and we think the dollar has…

Sep 6 • Jake Schneider

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August 2026

Follow the Capital: AI Is Becoming a Physical Infrastructure Story

The next phase of the AI boom is being built across the United States in data centers, power infrastructure, land, and construction.

Aug 30 • Jake Schneider

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The Bond Market Is Telling You the Fed Should Raise Rates

Rising Treasury yields suggest investors are demanding tighter financial conditions even as policymakers remain on hold.

Aug 23 • Jake Schneider and Aditya Murlidharan

The Economy Is Growing. So Why Is It Losing Jobs?

Traditional indicators are sending mixed signals. Atlas measures the physical economy directly to determine whether weak hiring reflects a broader…

Aug 16 • Jake Schneider

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First Estimates vs. Final Numbers

What Should We Actually Benchmark a GDP Forecast Against?

Aug 9 • Jake Schneider

A Bird's Eye View for Data Center Site Selection

Modern orbital geospatial intelligence versus traditional on-the-ground evidence.

Aug 2 • Jake Schneider and Aditya Murlidharan

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July 2026

Official Release: Q2 2026 GDP Forecast

Domestic activity remains healthy, but international trade is weighing heavily on the headline.

Jul 26 • Jake Schneider

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Big Trouble for Big Tech, Part II

Irrational Exuberance extends beyond Tech

Jul 19 • Jake Schneider and Aditya Murlidharan

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