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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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In one line: Wage and price pressures high, for now, but the outlook is uncertain.
In one line: Better than they look.
In one line: "Progress", but not yet "sufficient further progress".
In one line: The core deficit has peaked.
In one line: The underlying core trend remains solid.
In one line: Far below consensus, but consensus was ridiculous.
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...
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,...
In one line: The drop in permits is more important than the jump in starts.
In one line: Further to fall; demand has dropped.
In one line: Robust, except the housing-sensitive components.
What should we make of the news that manufacturing production fell outright in June--just--but that the Empire State manufacturing index has rocketed to a record high?
In one line: Hammered by the auto sector, again.
In one line: Progress continues, but the Empire State surge is an outlier. Price pressures peaking?
In one line: Powell sticks to the line as inflation rises.
In one line: Startling, again, but mostly Covid-driven.
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