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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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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.
Our comments on the inflation outlook over the last few months have focused mostly on the risk of continued mean-reversion in some of the components crushed by Covid, and the...
9th 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: Startling.
29th Sep 2020 16:09U.S.
Our latest round-up of the key near-real-time data is not encouraging.
29th Sep 2020 00:20U.S.
In one line: Sentiment supported by the July/August surge in stock prices.
18th Sep 2020 15:51U.S.
It's not clear if the first FOMC meeting since the release of the Fed's new Monetary Policy Strategy will bring any real shift in policy, though we think it unlikely that...
16th Sep 2020 00:20U.S.
We're expecting to see another dip in initial claims for regular state unemployment benefits today, to about 850K, but that's only part of the story.
10th Sep 2020 00:10U.S.
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