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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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Soaring Used Car and Truck Prices will Help Lift Inflation in Q2
26th Apr 2021 00:30U.S.
Core Inflation won't Surge Until After Covid is Gone, but Watch Rents
11th Feb 2021 00:20U.S.
Manufacturing is Still on Track, Even if the December ISM Fell
24th Dec 2020 12:36U.S.
This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.
24th Dec 2020 00:20U.S.
In the absence of hints from senior Fed officials that a major change to the QE program is imminent, we would be surprised today if the Fed increases the pace of purchases from...
15th Dec 2020 22:20U.S.
The risk to today's November payroll numbers is to the downside, relative to the 475K consensus.
4th Dec 2020 00:20U.S.
The surge in U.S. median home prices has morphed from merely startling to truly remarkable.
24th Nov 2020 00:20U.S.
The rate of increase of confirmed new U.S. Covid cases per day is slowing, quite quickly.
20th Nov 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.
We remain resolutely open-minded about the medium-term inflation outlook, on the straightforward grounds that the post-Covid economy will bear little resemblance to any previous...
12th Nov 2020 00:10U.S.
In one line: Households in aggregate are cash rich, but spending is Covid-constrained.
30th Oct 2020 15:00U.S.
Before the Covid pandemic struck, the mix-adjusted measure of wages and salaries in the employment costs index was trending up by about 3.0% year-over-year.
30th Oct 2020 00:10U.S.
In one line: The housing rebound is stalling, for now at least.
29th Oct 2020 16:21U.S.
In one line: Exports made up some ground in September, but remain depressed.
28th Oct 2020 15:57U.S.
The best way to answer the perennially vexed question of what's happening to home prices is to take a deep breath and cite a range, given that the four main measures of prices...
28th Oct 2020 00:10U.S.
In one line: Another solid month for capex, but headline orders pushed up by noise in the aircraft sector.
27th Oct 2020 14:06U.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.
In one line: Sales have peaked for now, but don't expect a sustained decline.
26th Oct 2020 15:00U.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.
When we're thinking about the prospects for the holiday shopping season, we usually focus on two questions.
23rd Oct 2020 01:50U.S.
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