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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: Spending rebounding; inflation yet to peak; dip in home sales is temporary.
In one line: Momentum is finally building, but more to come in the fall?
In one line: Wage and price pressures high, for now, but the outlook is uncertain.
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 maintain—at least—their spending on goods, even as spending on reopening services surges.
In one line: Core PCE inflation likely has peaked; look for 10%+ real consumption in Q2.
Consumption is the biggest single component of GDP, accounting for 68% of the economy.
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Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks
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