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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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Downside risk for headline June durable goods does not change the strong core picture. Capital spending looks set to rise for some time yet, beginning to reverse the post-2008...
27th Jul 2021 00:30U.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.
The strong June retail sales numbers don't prove anything, but they are consistent with the idea that people have sufficient resources, and sufficient inclination, to...
19th 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.
The 12% GDP growth we had hoped to see in the second quarter now looks unlikely; we've cut our estimate to an annualized rate of 9 1/2%
28th Jun 2021 00:30U.S.
Consumption is the biggest single component of GDP, accounting for 68% of the economy.
25th 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.
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.
We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.
4th Jun 2021 00:20U.S.
ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.
3rd Jun 2021 00:20U.S.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
2nd Jun 2021 00:20U.S.
Manufacturing is Still Recovering, but Momentum has Eased
27th May 2021 00:20U.S.
Markets and the Fed will React Differently if May Payrolls Rebound
26th May 2021 00:20U.S.
Surging Restaurant Demand is Set to Lift May and June Retail Sales
25th May 2021 00:30U.S.
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