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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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Downside risk for headline June durable goods does not change the strong core picture. Capital spending looks set to rise for some time yet, beginning to reverse the post-2008...
A defining feature of the aftermath of the 2008 financial crisis was a sustained decline in the stock of bank lending to businesses.
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...
A solid increase in aircraft orders and a rebound in the auto component likely will flatter the headline May durable goods orders number today--we look for a 3.0% increase, close...
With half the June data now available, we're more confident now in calling the bottom for mortgage applications.
ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
Surging Restaurant Demand is Set to Lift May and June Retail Sales
Some FOMC Members Want to Talk Tapering; The Leadership Does Not
One Huge Core CPI won't Move the Fed, but it Surely has their Attention
An Array of Core CPI Components Look Set to Rise in April
A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet
First Quarter Growth Likely was About 6%, Expect Better in Q2
The Council of Economic Advisors Might be Right About Inflation, or...
B117 is Driving up New Covid Cases, but the Recovery is not Cancelle
Is the Stimulus Bill Driving up Manufacturing Sentiment
No Taper Talk Yet from Chair Powell, Forecast Improvement is not Enough
The $1.9T Covid Bill will be Visible in the Macro Data Very Quickly
We expect to see a 300K increase in February payrolls reported today, a bit better than the 195K consensus but barely visible against the 10½M shortfall compared to the level...
Stimulus Payments Likely Boosted Retail Sales in January
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