Best viewed on a device with a bigger screen...
Below is a list of our U.S. Publications for the last 6 months. If you are looking for reports older than 6 months please email firstname.lastname@example.org, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
We expect both the infrastructure and social spending bills to pass, but the path is winding and arduous.
Downside risk for July durable goods orders today, thanks to the aircraft component; the core will be fine.
New home inventory is rocketing, so the rate of increase of prices is set to plummet.
July retail sales likely were barely troubled by the Covid Delta wave; the risks to August are bigger...
...Mobility data suggest that retail footfall is declining in the hardest-hit Southeastern quadrant of the U.S.
Manufacturing output likely rebounded in July, but the rate of recovery in the sector is moderating.
In one line: The underlying core trend remains solid.
Downside risk for headline June durable goods does not change the strong core picture.
Capital spending looks set to rise for some time yet, beginning to reverse the post-2008 disaster.
New home sales are now almost in line with mortgage demand, but price gains are set to slow very sharply
A defining feature of the aftermath of the 2008 financial crisis was a sustained decline in the stock of bank lending to businesses.
What should we make of the news that manufacturing production fell outright in June—just—but that the Empire State manufacturing index has rocketed to a record high?
We see substantial upside risk to the June ADP employment reading today, but we think the data will overstate the official private payroll number, for a third straight month.
Emerging evidence from the Homebase employment data suggests that the ending of federally-financed enhanced unemployment benefits in many states has not clearly pushed people back into the labor force, yet.
A solid increase in aircraft orders and a rebound in the auto component likely will flatter the headline May durable goods orders number today—we look for a 3.0% increase, close to the 2.8% consensus—but we also expect a further robust increase in the core too.
With half the June data now available, we're more confident now in calling the bottom for mortgage applications.
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence