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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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In one line: Claims hit by Omicron; near-term outlook uncertain
In one line: Core PPI inflation has peaked; claims hit by seasonal problems.
The U.K.'s exponential leap in Covid cases and plunge in services activity is coming to the U.S., soon.
We hope the Omicron wave will be brief, but it is cer- tain to be severe, at least in terms of cases.
The robust industrial recovery continues, with every chance of further increases in output in Q1.
In one line: Strong starts more important than Philly dip.
The Fed's tapering and rate hike plans assume only a modest hit from Omicron; we hope they're right.
Chair Powell emphasised the threat from rapid wage gains; all eyes on labor participation, and the Q4 ECI.
The abrupt slowing in core retail sales in November is no big deal; a correction was due after rapid gains.
The Fed will announce faster tapering today, opening the door to a rate hike in the spring.
The dotplot likely will show two rate hikes in 2022, triggered by the run of upside inflation surprises.
Core retail sales likely undershot consensus in November, but the trend is still strong.
Core PPI inflation has further to rise, but it should start to fall in January.
The details of the NFIB survey are more important than the headline index...
...Look out for strength in capex plans, and a modest rise in selling prices, lifted by gas prices.
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