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Below is a full list of our U.S. Publications.
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23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk
22nd Feb 2021 08:32U.S.
Higher Spending on Services After Covid won't hurt Spending on Goods
21st Feb 2021 19:30U.S.
Manufacturing/Services Gap Sticks as Economy Tracks Sideways
14th Jan 2021 19:20U.S.
Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation
11th Jan 2021 19:20U.S.
This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.
23rd Dec 2020 19:20U.S.
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...
29th Nov 2020 19:20U.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...
24th Nov 2020 19:20U.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.
When we're thinking about the prospects for the holiday shopping season, we usually focus on two questions.
22nd Oct 2020 21:50U.S.
The third quarter ended with a bit of a bang for retailers, with sales rising strongly, even in the woebegone department store sector. The apparent loss of momentum in July and...
18th Oct 2020 20:20U.S.
We look for a 950K increase in September private payrolls, more than the 700K or so implied by the Homebase daily employment data but consistent with ADP, assuming it has...
1st Oct 2020 20:20U.S.
Our working assumption now is that Congress will not pass a substantial Covid relief bill until next year, probably in February.
23rd Sep 2020 20:10U.S.
We have revised up our third quarter GDP forecast to 25% from 15%, in the wake of last week's data. Consumers' spending is on course to rise by 36.6% if July's level...
30th Aug 2020 20:10U.S.
After two hefty month-to-month increases, durable goods orders ex-transportation now stand only 3.9% below their January pre-Covid peak.
25th Aug 2020 18:10U.S.
The final Monitor before our summer break is characterized by great uncertainty.
6th Aug 2020 20:10U.S.
Our hopes of another solid increase in payrolls in July were severely dented by yesterday's ADP report, showing that private payrolls rose only 167K in July.
5th Aug 2020 20:10U.S.
The advance indicators of July payrolls are wildly contradictory, so you should be prepared for anything from a consensus-busting jump to a renewed outright drop, in both...
4th Aug 2020 20:10U.S.
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