{"slug":"macro-picture-entering-h2-2026","qid":"asof_receipts","label":"The as-of receipts: every June print on file, the July CPI column armed as the next tripwire","post_title":"Macro Picture Entering H2 2026, With Receipts","post_url":"/blog/macro-picture-entering-h2-2026#q-asof_receipts","columns":["june_cpi_rows","july_cpi_rows","june_labor_rows","june_expectations_rows","june_labor_arrived"],"rows":[{"june_cpi_rows":1,"july_cpi_rows":0,"june_labor_rows":1,"june_expectations_rows":1,"june_labor_arrived":"2026-07-02"}],"shape":"scalar","sql":"SELECT\n    (SELECT count() FROM global_markets.inflation WHERE date = toDate('2026-06-01')) AS june_cpi_rows,\n    (SELECT count() FROM global_markets.inflation WHERE date = toDate('2026-07-01')) AS july_cpi_rows,\n    (SELECT count() FROM global_markets.labor_market WHERE date = toDate('2026-06-01')) AS june_labor_rows,\n    (SELECT count() FROM global_markets.inflation_expectations WHERE date = toDate('2026-06-01')) AS june_expectations_rows,\n    (SELECT toString(toDate(max(_ingest_time))) FROM global_markets.labor_market WHERE date = toDate('2026-06-01')) AS june_labor_arrived","computed_at":"2026-08-11T14:23:39.603997+00:00","elapsed":0.002308588}