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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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We find ourselves at odds with a couple of ideas gaining currency among the commentariat, namely, that markets are becoming less worried about inflation risk, and that the rise in...
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
Noise Likely to Outweight the Signal in April's Retail Sales and IP Data
Core Inflation Lifted by Gains in Covid-Crushed Components
Stimulus Payments are Turbo-Charging Spending; Inflation Next?
Upside Risk for March ADP Jobs as Small Firms' Hiring Accelerates
Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising
The $1.9T Covid Bill will be Visible in the Macro Data Very Quickly
Upside Risk for the January Core PCE, but it's Noise, not Signal
Higher Spending on Services After Covid won't hurt Spending on Goods
Higher-Income People's Spending is Limited by Opportunity, not Cashflow
Stimulus Payments Likely Boosted Retail Sales in January
Watch Florida for Clues to the Impact of Covid Variants
Fed Chair Powell argued in his press conference Wednesday that any increase in inflation when the economy re-opens likely will be short-lived.
The industrial economy continues to recover, buoyed by a combination of strong domestic demand for goods, both consumer and capital, including anything housing-related, and the...
You've probably read several media stories by now reporting that retail spending over the Thanksgiving weekend was up, down, or unchanged from a year ago, based on credit card...
Pfizer's announcement yesterday provided the answer to the--rhetorical--question we've been asking for months: Do you want to be short equities the day we learn...
October payrolls surprised us to the upside, prompting a wave of chatter from the commentariat to the effect that the labor market is healing. Well, it was healing, in the week...
The best way to answer the perennially vexed question of what's happening to home prices is to take a deep breath and cite a range, given that the four main measures of prices...
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