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17 matches for " philadelphia fed":

U.S. Datanote: U.S. Philadelphia Fed Survey, October (Publication Centre)

In one line: Hugely overstating the national manufacturing picture.

U.S. Datanote: U.S. Philadelphia Fed Survey, September (Publication Centre)

In one line: Philly details are much stronger than the headline.

US Datanote: Philadelphia Fed, November & Weekly Jobless Claims (Publication Centre)

In one line: Philly Fed details weaker than the headline, but still strong; Claims *might* be turning up.

US Datanote: Weekly Jobless Claims and Philadelphia Fed Survey, March (Publication Centre)

In one line: Worse--an order of magnitude worse--to come.

U.S. Datanote: U.S. Philadelphia Fed Survey, June (Publication Centre)

In one line: Hit by the Mexico tariff debacle; next month will be better.

US Datanote: Philadelphia Fed, December and Weekly Jobless Claims (Publication Centre)

In one line: No signs of manufacturing rebound here.

U.S. Datanote: U.S. Philadelphia Fed survey, Jobless Claims (Publication Centre)

In one line: Philly surge looks great, but it's not definitive.

U.S. Datanote: Philadelphia Fed Survey, May (Publication Centre)

In one line: More evidence that China's PMI upturn is filtering into U.S. manufacturing.

20 September 2018 Business Surveys Wobbling in the Face of Higher Rates (Publication Centre)

In the wake of the unexpectedly weak September Empire State survey, released Monday, we are now very keen to see what today's Philadelphia Fed survey has to say.

23 October 2018 Business Surveys have Flattened Richmond Fed due to Correct (Publication Centre)

All the regional PMIs and Fed business surveys are volatile in the short-term, so observations for single months need to be viewed with due skepticism.

25 June 2019 New Home Sales Set for a Steady Summer, but New Highs in the Fall (Publication Centre)

We are fundamentally quite bullish on the housing market, given the 100bp drop in mortgage rates over the past six months and the continued strength of the labor market, but today's May new home sales report likely will be unexciting.

21 March 2019 The Fed is Safe Until the Second Half then all Bets are Off (Publication Centre)

Now that the Fed has abandoned the idea of raising rates this year, despite 3.8% unemployment and accelerating wages, it is very exposed to the risk that the bad things it fears don't happen.

24 October 2018 September New Home Sales Likely Hit by Hurricane Michael (Publication Centre)

The path of new home sales over the past couple of years has followed the mortgage applications numbers quite closely.

1 May 2019 What Will Chair Powell say About Strong Q1 Growth and Low Inflation (Publication Centre)

The FOMC meeting today will be a non-event from a policy perspective but we are very curious to see what both the written statement and the Chair will have to say about the unexpected strength of the economy in the first quarter.

15 Jan. 2015 - Falling December Retail Sales no Threat to the Strong Growth Story (Publication Centre)

We want to be very clear about the terrible-looking December retail sales numbers: The core numbers were much less bad than the headline, and there is no reason to think the dip in the core is anything other than noise.

21 Nov 2019 The Philly Fed Looks Great, but it's a Huge Outlier and Can't be Trusted (Publication Centre)

If the only manufacturing survey you track is the Philadelphia Fed report, you could be forgiven for thinking that the sector is booming.

21 Apr. 2016 Further Evidence that the Manufacturing Rollover is History? (Publication Centre)

The recent sharp, if not startling, upturn in the regional manufacturing surveys should continue today with the release of the Philadelphia Fed report. The survey is constructed in the same way as the more volatile Empire State, which has rocketed in the past few months, and the headline indexes follow similar trends, as our first chart shows.

Consistently Right

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Keywords for: Search Results: 17

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