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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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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...
A defining feature of the aftermath of the 2008 financial crisis was a sustained decline in the stock of bank lending to businesses.
Fed Chair Powell will doubtless be quizzed in some detail today about the implications of yesterday's startling CPI numbers for June.
Noise Likely to Outweight the Signal in April's Retail Sales and IP Data
Small Firms' Sentiment is Improving, Inflation Pressures Rising
Rebounding Rents Likely Supported the December Core CPI
The biggest single component of the new Covid relief bill is the re-funding of the Paycheck Protection Program, with a total of $284B
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.
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...
The story of the next few weeks will be a gradual and uneven--but unambiguous--tightening of anti-Covid restrictions across the country.
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...
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.
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%...
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...
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...
As we reach our deadline Monday afternoon, the Columbus Day long weekend has brought no progress on the fiscal front.
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.
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...
In one line: The trend decline in claims is barely visible; spending momentum has slowed sharply.
In one line: The surge in home sales continues unabated.
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