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18 October 2017 Housing Activity is Poised for a Hefty Q4 Rebound as Demand Rebounds

Today brings the September housing construction report, which likely will show that activity was depressed by the hurricanes. More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

17 October 2017 Manufacturing Sector set for Modest Post-Hurricane Rebound?

The first October survey evidence from the industrial economy, in the form of the Empire State report, is remarkably strong. More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

16 October 2017 Don't Rule Out a Hurricane-Induced Jump in the Core CPI

The September core CPI was held down by prescription drug prices, which fell by 0.6%, and vehicle prices, which fell by 0.4%. More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Weekly  Download

13 October 2017 Did the Hurricanes Lift September's Core CPI, as well as the Headline?

Three separate stories will come together to generate today's September core CPI number. First, we wonder if the hurricanes will lift the core CPI. More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

12 October 2017 Core PPI at Risk from Hurricanes. Trend is Rising too, Slowly

Our forecast for a 0.3% increase in the September core PPI, slightly above the underlying trend, is even more tentative than usual. More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

*October 2017 - U.S.. Economic Chartbook*

Yellen's inner hawk escapes...Expect a December hike, and four more next year More by Ian Shepherdson

Region: U.S.   Publication:  Chartbook  Download

11 October 2017 JOLTS Data Signal Rapid Job Gains, and Tight Labor Supply

Today's JOLTS survey covers August, which seems like a long time ago. But the report is worth your attention nonetheless. More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

10 October 2017 New Lows for Unemployment will Stiffen Fed Hawks' Resolve

Neither the 33K drop in September payrolls nor the 0.5% jump in hourly earnings tells us anything about the underlying state of the labor market. More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

6 October 2017 September Payrolls Hit by the Hurricanes, but Earnings set to Pop

We would be quite surprised if today's official payroll number exceeded the 135K ADP reading; a clear undershoot is much more likely. More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

5 October 2017 ADP Confirms that Hurricanes hit Payrolls

The ADP employment report for September showed private payrolls rose by 135K, trivially better than we expected. More by Ian Shepherdson

Region: U.S.   Publication:  Monitor Daily  Download

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