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Below is a full list of our U.S. Publications.
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1 Mar 2021. Stocks don't Need to Keep Falling on the Back of Higher Yields
28th Feb 2021 19:30U.S.
Chicago PMI, Pending Home Sales, January 2021
29th Jan 2021 11:08U.S.
The spike in initial jobless claims last week was merely a correction after a run of below-trend readings, and we expect it to reverse over the next couple weeks.
20th Jan 2021 19:20U.S.
Manufacturing is Still on Track, Even if the December ISM Fell
24th Dec 2020 07:36U.S.
While we were out, confirmed U.S. Covid-19 cases fell as Christmas approached—the seven-day average hit a three-week low on December 28—but they have since rebounded...
24th Dec 2020 07:32U.S.
The release yesterday of a $908B Covid relief bill, put together by a bipartisan group of senators, is good news.
1st Dec 2020 19:20U.S.
While we wait to see the extent to which Thanksgiving travel and family gatherings interrupted the emerging downshift in U.S. Covid cases, this week brings a ton of new data on...
30th Nov 2020 19:20U.S.
In one line: Even the strongest parts of the economy can't accelerate indefinitely.
30th Nov 2020 10:17U.S.
In one line: Don't get carried away by the three-year high.
30th Nov 2020 06:28U.S.
In one line: Yet more evidence that the manufacturing rebound continues.
30th Oct 2020 11:00U.S.
Before the Covid pandemic struck, the mix-adjusted measure of wages and salaries in the employment costs index was trending up by about 3.0% year-over-year.
29th Oct 2020 20:10U.S.
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...
27th Oct 2020 20:10U.S.
We're expecting to learn today that shipments of core capital goods jumped at a 33% annualized rate in the third quarter, a record increase, and more than reversing the 19.7%...
26th Oct 2020 20:10U.S.
Back in the olden days, we argued that shifts in the global manufacturing cycle often originated in China, and then fed into the U.S. and European data with a lag of one-to-three...
25th Oct 2020 20:10U.S.
In one line: Payrolls still rising, but perhaps not for much longer.
30th Sep 2020 12:06U.S.
Today brings a raft of data which mostly will look quite positive but will do nothing to assuage our fears over a sharp slowdown in growth in the fourth quarter.
31st Aug 2020 20:10U.S.
In one line: The manufacturing upturn appears to have peaked, for now.
28th Aug 2020 11:05U.S.
With just five days of July remaining, it seems likely that the trends in most of the key near-real-time indicators will end the month close to the levels seen at the end of June.
26th Jul 2020 20:20U.S.
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