Nonresidential Fixed Investment in the DotCom Boom/Bust
Original Report
What did we think was happening back then, compared to what we know now? Figure 1: Nonresidential fixed investment from 2001Q1 advance release (blue), from 2026Q2 2nd release (black), both in logs,...
What did we think was happening back then, compared to what we know now? Figure 1: Nonresidential fixed investment from 2001Q1 advance release (blue), from 2026Q2 2nd release (black), both in logs, 1999Q1=0. NBER defined peak to trough recession dates shaded gray. Source: BEA, NBER. To compare annualized growth rates, in 2000Q1, nonresidential fixed investment […]
Glass House Analysis
This story reflects the interconnected nature of modern economic systems, where developments in one sector inevitably affect others. Understanding these connections is essential for grasping how policy decisions and market movements translate into real-world outcomes for families, workers, and communities. The economy is not an abstract system of numbers—it's the sum total of decisions about who works, who prospers, and who struggles.
The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.
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