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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 email@example.com, 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...
12th Jul 2021 00:30U.S.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
2nd Jun 2021 00:20U.S.
Let's try to put ourselves into the shoes of the FOMC, as the economy builds momentum on the back of the reopening. It is now abundantly clear from hard data, shown in our first...
1st Jun 2021 00:30U.S.
Covid-Sensitive Components Drove the April CPI, What Next
13th May 2021 00:20U.S.
Watch Florida for Clues to the Impact of Covid Variants
16th Feb 2021 00:30U.S.
Manufacturing/Services Gap Sticks as Economy Tracks Sideways
15th Jan 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.
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...
15th Dec 2020 00:20U.S.
November's 307K increase in the ADP measure of private payrolls report was much stronger than we expected, but below the 440K consensus.
3rd Dec 2020 00:10U.S.
The release yesterday of a $908B Covid relief bill, put together by a bipartisan group of senators, is good news.
2nd Dec 2020 00:20U.S.
The impending appointment of ex-Fed Chair Yellen as Treasury Secretary is to be welcomed--a safer pair of hands is hard to imagine--but it does not change our view that...
25th Nov 2020 00:20U.S.
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...
9th Nov 2020 22:40U.S.
When we're thinking about the prospects for the holiday shopping season, we usually focus on two questions.
23rd Oct 2020 01:50U.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.
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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