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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 firstname.lastname@example.org, or contact your account rep
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Chair Powell will stick to his lines today, and will add that the Fed is closely watching the march of Delta. Most states appear to be short of the 85% immunity required to...
28th Jul 2021 00:20U.S.
Some of the near-real-time data are flattening; don't worry, it had to happen, and some will re-accelerate. The recovery is still on track, though we'll be much happier once...
26th Jul 2021 00:30U.S.
A defining feature of the aftermath of the 2008 financial crisis was a sustained decline in the stock of bank lending to businesses.
23rd Jul 2021 00:20U.S.
For most of the decade before the pandemic, core CPI inflation ran a few tenths higher than core PCE inflation, mostly because rents, which are twice as important in the core CPI,...
22nd Jul 2021 00:20U.S.
The Wall Street Journal ran a nonsensical editorial piece yesterday on the subject of inflation.
21st Jul 2021 00:20U.S.
The payroll survey was conducted last week; anyone who did any paid work in the pay period--that is, the week, two weeks, or month--which included Monday, July 12, counts as...
20th Jul 2021 00:20U.S.
Chair Powell made it clear yesterday that the Fed's leadership is sticking to its view that the reopening surge in inflation is due mostly to "base effects... and production...
15th Jul 2021 00:20U.S.
Fed Chair Powell will doubtless be quizzed in some detail today about the implications of yesterday's startling CPI numbers for June.
14th Jul 2021 00:20U.S.
We're expecting the third straight outsized jump in the core CPI when the June report is released today.
13th Jul 2021 00:30U.S.
The Dallas Fed last week published a short blog post--seehere--focused on the predictive power of their trimmed mean PCE inflation measure.
8th Jul 2021 00:20U.S.
We're not sure what to make of the 692K increase in the ADP measure of private payrolls, reported yesterday.
1st Jul 2021 00:20U.S.
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.
30th Jun 2021 00:20U.S.
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...
24th Jun 2021 00:20U.S.
Question: What's the fastest known mechanism for getting oil out of the ground?
23rd Jun 2021 00:20U.S.
The Covid picture nationally continues to improve, with the seven-day average number of cases now at just 11.1K, down 24% from a week ago and 62% from a month ago.
22nd Jun 2021 00:30U.S.
The early signs are that the June payroll numbers will be materially stronger than May's.
21st Jun 2021 00:30U.S.
With half the June data now available, we're more confident now in calling the bottom for mortgage applications.
18th Jun 2021 00:20U.S.
The FOMC statement yesterday changed only trivially from April, just noting that the Covid picture is improving, easing the pressure on the economy, and that inflation is no...
17th Jun 2021 00:20U.S.
Since the late April FOMC meeting, policymakers have seen two huge core CPI prints, alongside copious evidence that surging labor demand has collided with constrained supply,...
16th Jun 2021 00:20U.S.
We have to talk about Covid again, unfortunately. The downward trend in U.S. cases appears to be over, for now, following a 94% drop from the January peak.
15th Jun 2021 00:30U.S.
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