U.S. Document Vault
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Below is a full list of our U.S. Publications.
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Slower Growth This Year Is Invevitable...But That Doesn't Make Zero Hikes Inevitable Too... More by Ian Shepherdson
The only way to read the December NFIB survey and not be alarmed is to look at the headline, which fell by less than expected, and ignore the details.... More by Ian Shepherdson
If you need more evidence that the U.S. economy is bifurcating, look at the spread between the ISM non- manufacturing and manufacturing indexes, which has risen to 3.5 points, the widest gap since September 2016.... More by Ian Shepherdson
If our composite index of businesses' hiring plans could speak, it would say: "Told you payrolls were going to go nuts at the end of the year."... More by Ian Shepherdson
Today's December payroll number was a tricky call even before yesterday's remarkably strong ADP report, showing private payrolls soaring by 271K.... More by Ian Shepherdson
We have focussed on the role of the trade war in depressing U.S. stock prices in recent months, arguing that the concomitant uncertainty, disruptions to supply chains, increases in input costs and, more recently, the drop in Chinese demand for U.S. imports, are the key factor driving investors to the exits.... More by Ian Shepherdson
Markets now think the Fed is done.... More by Ian Shepherdson
The biggest single problem for the stock market is the president.... More by Ian Shepherdson
U.S. H1 2019 Outlook... More by Ian Shepherdson
The FOMC did the minimum expected of it yesterday, raising rates by 25bp--with a 20bp increase in IOER--and dropping one of its dots for 2019.... More by Ian Shepherdson
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