U.S. Document Vault
Sorry, but our website is best viewed on a device with a screen width greater than 320px. You can contact us at: email@example.com.
Below is a full list of our U.S. Publications.
Please use the filters on the right to search for a specific date or topic.
Today's brings the June retail sales and industrial production reports, after which we'll update our second quarter GDP forecast.... More by Ian Shepherdson
No further easing needed, if a trade deal is done...but this is a dovish fed, on a hair-trigger... More by Ian Shepherdson
Treasury Secretary Mnuchin's five-line letter to House Speaker Pelosi on last Friday--copied to other Congressional leaders--which said that "there is a scenario in which we run out of cash in early September, before Congress reconvenes", introduces a new element of uncertainty to the debt ceiling story.... More by Ian Shepherdson
In one line: Upside inflation risks are elsewhere.... More by Ian Shepherdson
Monthly core CPI prints of 0.3% are unusual; June's was the first since January 2018, so it requires investigation.... More by Ian Shepherdson
In one line: Tariffs, labor costs, and tight rental home supply pushing up core inflation, plus some noise.... More by Ian Shepherdson
At least some investors clearly were expecting Fed Chair Powell yesterday to offer a degree of resistance to the idea that a rate cut at the end o f this month is a done deal.... More by Ian Shepherdson
In one line: No pushback on the July ease, but it's still a bad idea.... More by Ian Shepherdson
We'd be surprised to see any serious shift in the tone of Fed Chair Powell's semi-annual Monetary Policy Testimony today compared to the FOMC statement and press conference just three weeks ago.... More by Ian Shepherdson
In one line: Selling prices surge after tariffs on Chinese imports rise.... More by Ian Shepherdson
U.S. Document Vault, pantheon macroeconomics, pantheon, macroeconomic, macroeconomics, independent analysis, independent macroeconomic research, independent, analysis, research, economic intelligence, economy, economic, economics, economists, , Ian Shepherdson, financial market, macro research, independent macro research