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Below is a full list of our U.S. Publications.
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Upside Risk for the January Core PCE, but it's Noise, not Signal
25th Feb 2021 19:20U.S.
US 1 Feb 2021
31st Jan 2021 19:20U.S.
US 29 Jan 2021
28th Jan 2021 19:20U.S.
US 27 Jan 2021
26th Jan 2021 19:20U.S.
Most people buy homes--new and existing--with mortgage finance, so it follows that mortgage demand ought to lead the sales numbers.
21st Jan 2021 19:20U.S.
No Labor Market Recovery Until Covid is Routed, but it's Coming
10th Jan 2021 19:20U.S.
This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.
23rd Dec 2020 19:20U.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
21st Dec 2020 19:20U.S.
The Fed disappointed markets yesterday, by choosing not to increase the weighted average maturity--WAM--of its Treasury purchases.
16th Dec 2020 17:20U.S.
The industrial economy continues to recover, buoyed by a combination of strong domestic demand for goods, both consumer and capital, including anything housing-related, and the...
14th Dec 2020 19:20U.S.
Both the jobless claims and CPI numbers released yesterday behaved as we expected at the headline level, but some of the CPI details were surprising and, perhaps, ominous.
10th Dec 2020 19:20U.S.
Most of the pre-release focus in markets this morning will be on the November CPI, but we see potential for more excitement over the weekly initial jobless claims numbers, where...
9th Dec 2020 19:10U.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.
7th Dec 2020 19:20U.S.
We were not surprised by the soft November employment numbers, unfortunately, because job growth was close to the pace implied by the Homebase small business employment data.
6th Dec 2020 19:20U.S.
The risk to today's November payroll numbers is to the downside, relative to the 475K consensus.
3rd Dec 2020 19:20U.S.
The release yesterday of a $908B Covid relief bill, put together by a bipartisan group of senators, is good news.
1st Dec 2020 19:20U.S.
While we wait to see the extent to which Thanksgiving travel and family gatherings interrupted the emerging downshift in U.S. Covid cases, this week brings a ton of new data on...
30th Nov 2020 19:20U.S.
You've probably read several media stories by now reporting that retail spending over the Thanksgiving weekend was up, down, or unchanged from a year ago, based on credit card...
29th Nov 2020 19:20U.S.
The impending appointment of ex-Fed Chair Yellen as Treasury Secretary is to be welcomed--a safer pair of hands is hard to imagine--but it does not change our view that...
24th Nov 2020 19:20U.S.
The unilateral decision of Treasury Secretary Mnuchin to allow a slew of Fed emergency lending programs to close to new borrowers on December 31, despite Fed objections, increases...
22nd Nov 2020 19:20U.S.
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