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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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A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet
21st Apr 2021 00:20U.S.
Upside Risk for the February Core CPI, are Rents Starting to Rebound
10th Mar 2021 00:20U.S.
Stimulus Payments Don't Fix Everything, but Retailers Love Them
18th Feb 2021 00:20U.S.
If $1.9T Turns Out to be too Much, the Fed will have to Step In
9th Feb 2021 00:20U.S.
Any Covid relief bill is better than no Covid relief bill, but the measures set to be passed by Congress after our Sunday deadline do not represent the most efficient use of the...
21st Dec 2020 00:20U.S.
In the absence of hints from senior Fed officials that a major change to the QE program is imminent, we would be surprised today if the Fed increases the pace of purchases from...
15th Dec 2020 22:20U.S.
Most of the pre-release focus in markets this morning will be on the November CPI, but we see potential for more excitement over the weekly initial jobless claims numbers, where...
10th Dec 2020 00:10U.S.
We were not surprised by the soft November employment numbers, unfortunately, because job growth was close to the pace implied by the Homebase small business employment data.
7th Dec 2020 00:20U.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...
1st Dec 2020 00:20U.S.
After five straight months of gains, during which the food service component of retail sales recovered 73% of the ground lost in March and April, during the initial Covid...
18th Nov 2020 00:20U.S.
The Fed's Senior Loan Officer Surveys in April and July were deeply alarming, signaling that banks were aggressively tightening lending standards for firms of all sizes.
13th Nov 2020 00:20U.S.
The Fed's inaction yesterday was no surprise, but it doesn't necessarily tell us anything about what will happen over the next few months.
6th Nov 2020 00:10U.S.
As we reach our deadline at 4pm Eastern, definitive results are not yet available for Nevada, Georgia or Pennsylvania, any one of which would push Joe Biden over the 270 Electoral...
5th Nov 2020 00:10U.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...
28th Oct 2020 00:10U.S.
If you were to return home to find your home ablaze, heaven forbid, and the fire department hard at work to douse the flames, would you be more concerned about your impending...
20th Oct 2020 00:20U.S.
Most of the states being hit hardest by the latest wave of Covid infections, in terms of new cases and hospitalizations per capita, have relatively small populations.
15th Oct 2020 00:20U.S.
The initial stock market reaction to news of President Trump's Covid test never made much sense. Sure, markets do not like uncertainty, but in a country where the election is...
5th Oct 2020 00:20U.S.
ADP's measure of private payrolls has undershot the initial official estimate in each of the past five months.
30th Sep 2020 00:20U.S.
Our latest round-up of the key near-real-time data is not encouraging.
29th Sep 2020 00:20U.S.
First, apologies for a much more dense report than usual; there's a lot of ground to cover here. The most likely outcome of the November 3 election right now is a Democrat...
28th Sep 2020 00:20U.S.
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