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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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Rebounding Rents Likely Supported the December Core CPI
13th Jan 2021 00:20U.S.
The biggest single component of the new Covid relief bill is the re-funding of the Paycheck Protection Program, with a total of $284B
22nd Dec 2020 00:20U.S.
Small business owners--at least, those who are members of the NFIB and respond to its monthly survey--were delighted by the election of President Trump in November 2016.
8th Dec 2020 00:20U.S.
After five straight months of gains, during which the food service component of retail sales recovered 73% of the ground lost in March and April, during the initial Covid...
18th 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.
October payrolls surprised us to the upside, prompting a wave of chatter from the commentariat to the effect that the labor market is healing. Well, it was healing, in the week...
9th Nov 2020 00:20U.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.
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.
The third quarter ended with a bit of a bang for retailers, with sales rising strongly, even in the woebegone department store sector. The apparent loss of momentum in July and...
19th Oct 2020 00:20U.S.
As we reach our deadline Monday afternoon, the Columbus Day long weekend has brought no progress on the fiscal front.
13th Oct 2020 00:20U.S.
The daily number of confirmed new U.S. Covid-19 cases has leveled-off over the past couple weeks, and the rate of increase of hospitalizations has slowed appreciably.
7th 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: The trend decline in claims is barely visible; spending momentum has slowed sharply.
1st Oct 2020 16:44U.S.
In one line: The surge in home sales continues unabated.
30th Sep 2020 16:06U.S.
In one line: Imports rebounding faster than exports, driving up the deficit.
29th Sep 2020 16:09U.S.
First, apologies for a much more dense report than usual; there's a lot of ground to cover here. The most likely outcome of the November 3 election right now is a Democrat...
28th Sep 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.
In one line: Spectacular, but it's the only V, and it can't continue at this pace.
24th Sep 2020 16:19U.S.
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