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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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Another outsized increase in the ECI measure of wages would be awkward... ...But the Fed will argue that increased labor supply in the fall will prevent inflationary wage...
Tapering is inching closer, but talk of rate hikes is de-ferred unless and until labor market signals flash red. The economy likely expanded at an 8.0% rate in Q2, led by...
In one line: The core deficit has peaked.
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.
In one line: Core PCE inflation at a 29-year high won't faze the Fed, yet.
April Payrolls Constrained by Lack of Supply, not Demand; Why
What's Driving ECI Wages, Technicalities, or Real Pressures
The Biden Agenda is Startlingly Ambitious, Achievability is Unclear
Too Soon for Taper Talk, Again, Despite the Improving Outlook
U.S. Advance Trade in Goods, March 2021
First Quarter Growth Likely was About 6%, Expect Better in Q2
U.S. Personal Income and Spending, Advance Goods Trade, February 2021
Is the Stimulus Bill Driving up Manufacturing Sentiment
U.S. Personal income and spending, Goods trade, January 2021
Stimulus Payments Don't Fix Everything, but Retailers Love Them
Stimulus Payments Likely Boosted Retail Sales in January
B117 is Spreading Across the U.S., the Race with Vaccinations is on
U.S. Q4 GDP, Jobless Claims 1 28 21, Goods Trade, December 2020
Could a Margin Spike Translate into Sustained Inflation? Watch Wages
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