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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...
The Wall Street Journal ran a nonsensical editorial piece yesterday on the subject of inflation.
The payroll survey was conducted last week; anyone who did any paid work in the pay period--that is, the week, two weeks, or month--which included Monday, July 12, counts as...
The 12% GDP growth we had hoped to see in the second quarter now looks unlikely; we've cut our estimate to an annualized rate of 9 1/2%
We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.
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,
Manufacturing is Still Recovering, but Momentum has Eased
Housing Construction is Falling Because Demand has Dropped
April Payrolls Constrained by Lack of Supply, not Demand; Why
Manufacturing Growth has Peaked, for now; Inflation Pressure has not
The Biden Agenda is Startlingly Ambitious, Achievability is Unclear
Hospital Services Inflation is Rocketing
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...
3 Mar 2021 ADP Likely to Signal Stronger Payrolls in February
24 Feb 2021 No Crack in the Fed Facade as Powell Emphasizes Risk and Uncertainties
Higher-Income People's Spending is Limited by Opportunity, not Cashflow
Most of the Labor Market is Frozen, but not for Much Longer
Surveys Hint at Strong Payrolls, but the Data Look Implausible
Most people buy homes--new and existing--with mortgage finance, so it follows that mortgage demand ought to lead the sales numbers.
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