Lagging Indicator

IntermediateMacroeconomics2 min read

Quick Definition

An economic metric that changes after the economy has already begun to follow a particular trend, confirming rather than predicting patterns.

Key Takeaways

  • Changes AFTER the economy has already shifted direction
  • Confirms trends rather than predicting them
  • Key examples: unemployment rate, corporate profits, CPI, labor costs
  • Useful for validating that a trend identified by leading indicators is real

What Is Lagging Indicator?

Lagging indicators are economic statistics that change only after the economy has already shifted direction, serving to confirm trends rather than predict them. They are valuable for verifying that a trend identified by leading indicators has indeed materialized. Key lagging indicators include the unemployment rate (which continues to rise after a recession has technically ended), corporate profits, labor cost per unit of output, average duration of unemployment, consumer credit levels, and the CPI. While lagging indicators cannot help forecast turning points, they are essential for confirming the economy's current phase and validating policy decisions. The Conference Board maintains an index of lagging economic indicators as part of its composite indicator system.

Lagging Indicator Example

  • 1The unemployment rate is a classic lagging indicator — it peaked at 10% in October 2009, four months after the Great Recession officially ended.
  • 2Corporate profits typically don't recover until well after an economic expansion has begun.
  • 3The average duration of unemployment continues to rise even as new jobless claims start falling.