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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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In one line: The core deficit has peaked.
In one line: The underlying core trend remains solid.
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...
A defining feature of the aftermath of the 2008 financial crisis was a sustained decline in the stock of bank lending to businesses.
What should we make of the news that manufacturing production fell outright in June--just--but that the Empire State manufacturing index has rocketed to a record high?
The Dallas Fed last week published a short blog post--seehere--focused on the predictive power of their trimmed mean PCE inflation measure.
A solid increase in aircraft orders and a rebound in the auto component likely will flatter the headline May durable goods orders number today--we look for a 3.0% increase, close...
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.
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,
Core PCE Inflation is Headed for 3%- plus, but Probably not in April
U.S. Durable Goods Orders, Jobless Claims 5 27 2021
Manufacturing is Still Recovering, but Momentum has Eased
U.S. Advance Trade in Goods, March 2021
Core Capital Goods Orders aren't Softening, it Just Looks that Way
In one line: Headline hit by Boeing; core constrained by early Easter? Trends solid.
Soaring Used Car and Truck Prices will Help Lift Inflation in Q2
Upside Risk for March Retail Sales as Stimulus Money Flows into Stores
Stimulus Payments are Turbo-Charging Spending; Inflation Next?
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