CFNAI

Neutral
CURRENT VALUE
-0.04
Source: Federal Reserve Bank of Chicago via FRED
Data through: August 2026 · updated Sep 21 · Updates: Monthly (released last Monday of the following month)
The three bars show the last 3 months (end-of-month values) for this indicator, oldest left to newest right. Bar height reflects each reading relative to the other two — the tallest is the highest of the three, the shortest the lowest.
Historical context: Currently in the 41th percentile of all historical readings.
What this means right now: CFNAI is near zero — the economy is growing at approximately its historical trend rate.
CFNAI · Monthly · 1967–2026
Grey areas = NBER recessions · Scroll to read · zoom and pan in Expand
Monthly values

CFNAI — the last 12 months

Every month's reading, with the band the heatmap gives it. The chart above shows the same series in full.

MonthValueBand
Aug 2026-0.04Within normal range
Jul 2026+0.08Within normal range
Jun 2026-0.01Within normal range
May 2026-0.10Within normal range
Apr 2026+0.13Within normal range
Mar 2026-0.11Within normal range

Month-end readings of the same series the chart shows, from cfnai. Values are the current record, not point-in-time: a month that has since been revised shows its revised value.

What is the CFNAI?

The Chicago Fed National Activity Index (CFNAI) is a monthly index combining 85 existing monthly indicators of national economic activity. It is constructed so that a zero value corresponds to the historical trend rate of growth. Readings below -0.70 following a period of economic expansion have historically indicated a recession has begun. It is one of the broadest and most comprehensive single economic gauges available.

How We Color-Code the CFNAI

Our heatmap colors each indicator based on historically significant thresholds:

Above +0.70
Well above trend growth — economy is accelerating strongly.
+0.20 to +0.70
Above trend growth — economy is expanding at a healthy pace.
-0.20 to +0.20
Near trend growth — economy is growing at its historical average rate.
-0.70 to -0.20
Below trend growth — economic activity is slowing.
Below -0.70
Significantly below trend — Chicago Fed uses -0.70 as their official recession threshold.

Historical Extremes — What Happened Next?

When this indicator reaches extreme levels, history shows consistent patterns:

Apr 2020COVID Collapse
-18.34
Largest single-month decline ever recorded.
Jun 2020COVID Rebound
+6.33
Largest single-month surge following the collapse.
Jan 2009GFC Low
-3.04
Deepest non-COVID recession reading.

Investor Checklist — Current Reading

Based on the current CFNAI reading of -0.04 (Neutral):

Economy on trend — no special positioning needed
Monitor for direction of change

Frequently Asked Questions

What is the CFNAI?
The Chicago Fed National Activity Index combines 85 monthly economic indicators from four categories: production and income (23 indicators), employment and hours (24 indicators), personal consumption and housing (15 indicators), and sales, orders, and inventories (23 indicators). It is designed so zero = historical trend growth.
What CFNAI reading signals a recession?
The Chicago Fed states that when the 3-month moving average (CFNAI-MA3) falls below -0.70 following a period of economic expansion, there is a strong probability a recession has begun. This threshold has been breached before or during every recession since the index began in 1967.
How comprehensive is the CFNAI?
The CFNAI is one of the most comprehensive US economic gauges available, drawing on 85 individual data series from government agencies and private sources. It covers the vast majority of measurable US economic activity in a single number, making it invaluable for cutting through noise from individual indicators.
Why is the CFNAI useful alongside other indicators?
Individual indicators can be distorted by one-time events, seasonal anomalies, or measurement errors. By averaging 85 indicators, the CFNAI reduces this noise dramatically. When the CFNAI is below trend AND unemployment is rising AND credit spreads are widening, the recession signal is much more reliable than any single indicator alone.
How does CFNAI relate to GDP?
The CFNAI provides a monthly read on economic activity, while GDP is only available quarterly with a significant lag. A CFNAI-MA3 consistently below -0.70 often precedes a negative GDP print by 1-3 months, making it a valuable leading indicator for GDP surprises.