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 email@example.com, or contact your account rep
Please use the filters on the right to search for a specific date or topic.
In one line: Surprisingly resilient, likely due to stocks, vaccine news.
11th Dec 2020 16:03U.S.
In one line: The broad-based core CPI increase is noteworthy; jobless boosted by unwinding of Thanksgiving seasonals.
10th Dec 2020 16:40U.S.
Most of the pre-release focus in markets this morning will be on the November CPI, but we see potential for more excitement over the weekly initial jobless claims numbers, where...
10th Dec 2020 00:10U.S.
Most of the time, we don't pay too much attention to the weekly mortgage applications numbers from the Mortgage Bankers Association, because the noise-to- signal ratio is too...
9th Dec 2020 00:20U.S.
In one line: Likely not the bottom, but the late winter and spring will see a sustained rebound.
24th Nov 2020 16:04U.S.
The surge in U.S. median home prices has morphed from merely startling to truly remarkable.
24th Nov 2020 00:20U.S.
The unilateral decision of Treasury Secretary Mnuchin to allow a slew of Fed emergency lending programs to close to new borrowers on December 31, despite Fed objections, increases...
23rd Nov 2020 00:20U.S.
The story of the next few weeks will be a gradual and uneven--but unambiguous--tightening of anti-Covid restrictions across the country.
16th Nov 2020 00:20U.S.
In one line: Elections have consequences, especially for sentiment among Republicans.
13th Nov 2020 16:01U.S.
In one line: Core inflation is stable for now; medium-term, all bets are off.
12th Nov 2020 16:25U.S.
Pfizer's announcement yesterday provided the answer to the--rhetorical--question we've been asking for months: Do you want to be short equities the day we learn...
9th Nov 2020 22:40U.S.
The Fed's inaction yesterday was no surprise, but it doesn't necessarily tell us anything about what will happen over the next few months.
6th Nov 2020 00:10U.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: Not great, but not terrible, either.
27th Oct 2020 16:12U.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.
In one line: People like a rising stock market.
16th Oct 2020 16:30U.S.
In one line: Plunging rent inflation is offsetting the surge in used car prices.
13th Oct 2020 15:36U.S.
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,