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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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The FOMC statement yesterday changed only trivially from April, just noting that the Covid picture is improving, easing the pressure on the economy, and that inflation is no...
17th Jun 2021 00:20U.S.
Since the late April FOMC meeting, policymakers have seen two huge core CPI prints, alongside copious evidence that surging labor demand has collided with constrained supply,...
16th Jun 2021 00:20U.S.
We have to talk about Covid again, unfortunately. The downward trend in U.S. cases appears to be over, for now, following a 94% drop from the January peak.
15th Jun 2021 00:30U.S.
First, an apology for breaking our two-page rule; we have a lot of ground to cover today. So, to business. Tapering is going to happen over the next few months; the only...
14th Jun 2021 00:30U.S.
Most of the action in the May CPI was in the Covid- sensitive components, again.
11th Jun 2021 00:20U.S.
The May CPI is released tomorrow, but interest in the numbers is so high that we want to set out our forecast today, ahead of the rush.
9th Jun 2021 00:20U.S.
In 2015, key labor market indicators from the NFIB small business survey returned to levels last seen at the peak of the cycle in 2007, and unemployment hit the Fed's...
8th Jun 2021 00:30U.S.
The May employment report did not resolve any of the key labor market issues keeping the Fed awake at night.
7th Jun 2021 00:30U.S.
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.
3rd 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.
Core PCE Inflation is Headed for 3%- plus, but Probably not in April
28th May 2021 00:20U.S.
Manufacturing is Still Recovering, but Momentum has Eased
27th May 2021 00:20U.S.
Real Shifts in Inflation Expectations Matter for Wages (Probably)
24th May 2021 00:30U.S.
One Huge Core CPI won't Move the Fed, but it Surely has their Attention
17th May 2021 00:30U.S.
Noise Likely to Outweight the Signal in April's Retail Sales and IP Data
14th May 2021 00:20U.S.
Covid-Sensitive Components Drove the April CPI, What Next
13th May 2021 00:20U.S.
An Array of Core CPI Components Look Set to Rise in April
12th May 2021 00:20U.S.
April Payrolls Constrained by Lack of Supply, not Demand; Why
10th May 2021 00:30U.S.
ADP Likely will Show Payrolls Rose, but didn't Rocket, in April
5th May 2021 00:20U.S.
Manufacturing Growth has Peaked, for now; Inflation Pressure has not
4th May 2021 00:30U.S.
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