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.
Increase in prices index is nothing to worry about; downshift in core goods inflation has much further to run.
It's too soon to conclude that consumers' spending growth is reaccelerating.
The monthly numbers are noisy, but the steady downward trend, since the Fed started raising rates, is clear.
A plunge in manufacturing employment would not be enough to move the needle on headline payrolls.
Renewed dip in capital spending intentions is disappointing but not definitive.
Employment spike at odds with Homebase/NFIB hiring plans; wage gains to slow.
A fresh cycle low, and few signs of any imminent improvement.
Softening, pointing to slower growth in payrolls and wages.
Still consistent with recession, and likely to drop back again before long.
More noise than signal, but still not good.
Still depressed, and pointing to lower output and inflation
A timely reminder than the regional Fed surveys are noisy, and must be interpreted with caution.
No hit from the bank failures, yet.
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence