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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 email@example.com, or contact your account rep
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This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.
24th Dec 2020 00:20U.S.
In one line: A mixed bag but the first drop in real consumption since April is not good news.
23rd Dec 2020 15:55U.S.
In the absence of hints from senior Fed officials that a major change to the QE program is imminent, we would be surprised today if the Fed increases the pace of purchases from...
15th Dec 2020 22:20U.S.
The industrial economy continues to recover, buoyed by a combination of strong domestic demand for goods, both consumer and capital, including anything housing-related, and the...
15th Dec 2020 00:20U.S.
You've probably read several media stories by now reporting that retail spending over the Thanksgiving weekend was up, down, or unchanged from a year ago, based on credit card...
30th Nov 2020 00:20U.S.
In one line: The warning from jobless claims is very clear; the manufacturing rebound is being offset by weakness in services, thanks to Covid.
25th Nov 2020 16:19U.S.
The impending appointment of ex-Fed Chair Yellen as Treasury Secretary is to be welcomed--a safer pair of hands is hard to imagine--but it does not change our view that...
25th Nov 2020 00:20U.S.
The rate of increase of confirmed new U.S. Covid cases per day is slowing, quite quickly.
20th Nov 2020 00:20U.S.
It's entirely possible that Donald Trump will be re-elected today, but it is not very likely. The FiveThirtyEight model--the only one to give Mr. Trump much chance in...
3rd Nov 2020 00:20U.S.
Before the Covid pandemic struck, the mix-adjusted measure of wages and salaries in the employment costs index was trending up by about 3.0% year-over-year.
30th Oct 2020 00:10U.S.
The best way to answer the perennially vexed question of what's happening to home prices is to take a deep breath and cite a range, given that the four main measures of prices...
28th Oct 2020 00:10U.S.
In one line: Another solid month for capex, but headline orders pushed up by noise in the aircraft sector.
27th Oct 2020 14:06U.S.
We're expecting to learn today that shipments of core capital goods jumped at a 33% annualized rate in the third quarter, a record increase, and more than reversing the 19.7%...
27th Oct 2020 00:10U.S.
Back in the olden days, we argued that shifts in the global manufacturing cycle often originated in China, and then fed into the U.S. and European data with a lag of one-to-three...
26th Oct 2020 00:10U.S.
When we're thinking about the prospects for the holiday shopping season, we usually focus on two questions.
23rd Oct 2020 01:50U.S.
The steep rise in the number of people unemployed for more than six months attracted a good deal of media attention after the release of Friday's August jobs report, as well...
6th Oct 2020 00:20U.S.
We look for a 950K increase in September private payrolls, more than the 700K or so implied by the Homebase daily employment data but consistent with ADP, assuming it has...
2nd Oct 2020 00:20U.S.
In one line: Solid core behind the soft headlines.
25th Sep 2020 15:49U.S.
Initial jobless claims have stopped falling.
25th Sep 2020 00:20U.S.
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