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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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The Biden Agenda is Startlingly Ambitious, Achievability is Unclear
30th Apr 2021 00:20U.S.
The Council of Economic Advisors Might be Right About Inflation, or...
19th Apr 2021 00:30U.S.
B117 is Driving up New Covid Cases, but the Recovery is not Cancelle
30th Mar 2021 00:30U.S.
No Deal is Likely with the Gang of 10, Democrats Set to Go Alone
2nd Feb 2021 00:20U.S.
Manufacturing/Services Gap Sticks as Economy Tracks Sideways
15th Jan 2021 00:20U.S.
December Payrolls are Wild, but Risk to Consensus is Mostly to the Upside
8th Jan 2021 00:20U.S.
Everything has changed in Washington after the Democrats won the Georgia Senate runoff elections, except the need to find 60 votes for fiscal measures which can't be passed...
7th Jan 2021 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.
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.
October payrolls surprised us to the upside, prompting a wave of chatter from the commentariat to the effect that the labor market is healing. Well, it was healing, in the week...
9th Nov 2020 00:20U.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.
It's entirely possible that Donald Trump will be re-elected today, but it is not very likely. The FiveThirtyEight model--the only one to give Mr. Trump much chance in...
3rd Nov 2020 00:20U.S.
After 99.3K new Covid cases on Friday and 81.2K Saturday, and a further 1,279K net new hospitalizations, the U.S. is beginning to look alarmingly like several large European...
2nd Nov 2020 00:20U.S.
As we reach our deadline on Tuesday afternoon, Eastern time, no agreement has been reached between Treasury Secretary Mnuchin and House Speaker Pelosi on the next Covid relief...
21st Oct 2020 00:10U.S.
As we reach our deadline Monday afternoon, the Columbus Day long weekend has brought no progress on the fiscal front.
13th Oct 2020 00:20U.S.
The jobless claims numbers today are a bit of a wild card.
8th Oct 2020 00:10U.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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