U.S. Document Vault
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Below is a full list of our U.S. Publications.
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The End is Coming...But When, How, and What Will It Look Like?... More by Ian Shepherdson
The latest data from container ports around the country are consistent with our view that imports are still correcting after the surge late last year, triggered by the hurricanes.... More by Ian Shepherdson
A round of recent conversations with investors suggests to us that markets remain quite skeptical of the idea that the recent upturn in capital spending will be sustained.... More by Ian Shepherdson
The startling jump in the Philly Fed index in May, when it rose 11.2 points to a 12-month high, seemed at first sight to be a response to fading tensions over global trade.... More by Ian Shepherdson
Today brings more housing data, in the form of the May existing home sales numbers.... More by Ian Shepherdson
Housing rents account for some 41% of the core CPI and 18% of the core PCE, making them hugely important determinants of the core inflation rate.... More by Ian Shepherdson
The imposition of 25% tariffs on $50B-worth of imports from China, announced Friday, had been clearly flagged in media reports over the previous couple of weeks.... More by Ian Shepherdson
The headline May retail sales numbers were flattered by a 2.4% leap in the wildly volatile building materials component and a price-driven 2.0% surge in gasoline sales.... More by Ian Shepherdson
The Fed was more hawkish than we expected yesterday.... More by Ian Shepherdson
We previewed the FOMC meeting in detail in the Monitor on Monday--see here--but, to reiterate, we expect rates to rise by 25bp but that the Fed will not add a fourth dot to the projections for this year.... More by Ian Shepherdson
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