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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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The Wall Street Journal ran a nonsensical editorial piece yesterday on the subject of inflation.
21st 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.
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?
16th Jul 2021 00:20U.S.
We're expecting the third straight outsized jump in the core CPI when the June report is released today.
13th Jul 2021 00:30U.S.
We have never taken much notice of the quits rate from the JOLTS report, on the grounds that it's usually just a proxy for the unemployment rate, released with a lag and prone to...
7th Jul 2021 00:20U.S.
We're pleased that a net 850K people moved into payroll employment in June. But most of the improvement from the 583K headline increase in May was in the state and local...
6th Jul 2021 00:30U.S.
Our June payroll forecast is 1,050K, based largely on the Homebase small business employment data, which were dead right in May and pretty close in April.
2nd 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.
In one line: Decent but still no cigars.
30th Jun 2021 16:18U.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.
Emerging evidence from the Homebase employment data suggests that the ending of federally-financed enhanced unemployment benefits in many states has not clearly pushed people back...
29th Jun 2021 00:30U.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.
The early signs are that the June payroll numbers will be materially stronger than May's.
21st 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.
First, an apology for breaking our two-page rule; we have a lot of ground to cover today. So, to business. Tapering is going to happen over the next few months; the only...
14th Jun 2021 00:30U.S.
In 2015, key labor market indicators from the NFIB small business survey returned to levels last seen at the peak of the cycle in 2007, and unemployment hit the Fed's...
8th Jun 2021 00:30U.S.
The May employment report did not resolve any of the key labor market issues keeping the Fed awake at night.
7th Jun 2021 00:30U.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.
In one line: Overstating the official numbers again?
3rd Jun 2021 16:03U.S.
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