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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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A defining feature of the aftermath of the 2008 financial crisis was a sustained decline in the stock of bank lending to businesses.
23rd Jul 2021 00:20U.S.
The payroll survey was conducted last week; anyone who did any paid work in the pay period--that is, the week, two weeks, or month--which included Monday, July 12, counts as...
20th Jul 2021 00:20U.S.
In one line: Further to fall; demand has dropped.
19th Jul 2021 15:37U.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.
In one line: Progress continues, but the Empire State surge is an outlier. Price pressures peaking?
15th Jul 2021 14:58U.S.
In one line: Strong, including price and wage pressures.
13th Jul 2021 15:49U.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.
The June auto sales numbers attracted very little attention last week, as the data came sandwiched between the ISM manufacturing survey and the payroll report.
9th Jul 2021 00:20U.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.
In one line: Headline hit by fading stimulus kick, but still high.
6th Jul 2021 16:21U.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.
In one line: Hints that supply chain problems have peaked; growth still strong.
1st Jul 2021 16:00U.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.
Consumption is the biggest single component of GDP, accounting for 68% of the economy.
25th Jun 2021 00:20U.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.
In one line: Odd claims numbers don't change the trend; manufacturing still strong.
17th Jun 2021 15:57U.S.
The FOMC statement yesterday changed only trivially from April, just noting that the Covid picture is improving, easing the pressure on the economy, and that inflation is no...
17th Jun 2021 00:20U.S.
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