Best viewed on a device with a bigger screen...
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
Please use the filters on the right to search for a specific date or topic.
Sentiment dragged lower by banking chaos; inflation expectations continue to fall.
Not good enough to stop the Fed hiking next week, provided markets are calm
Consumer confidence points to softer consumption growth; we're lowering our foreacst for ISM manufacturing.
Core services prices still sticky; no one's mind will be changed by this report
Consumers unfazed by uptick in gas prices
Consumer confidence likely will dip again in February; no respite for manufacturing, but it's coming.
People like cheaper gasoline.
People like cheaper gas and rebounding stock prices
Consumers' confidence is improving, but consumption growth still set to slow in Q1.
Don't worry about the dip in confidence; consumption still on track for a strong fourth quarter.
Fall in present conditions index consistent with a weaker labor market
The uptick in sentiment and inflation expectations likely will not be sustained
Don’t believe the home sales jump; confidence recovering
Lower gas prices boost confidence and depress inflation expectations
No chance now of a 50bp next week, but this is a setback not a reversal
Falling gas prices cheer consumers, and push down inflation expectations
Ignore the increase in the Case-Shiller existing home price index today; it is out of date...
...Prices are falling as soaring supply meets plunging demand; a new equilibrium is some way off.
Consumers’ confidence is picking up as gas prices fall, but does it tell us anything about spending?
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence