Best viewed on a device with a bigger screen...
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
Please use the filters on the right to search for a specific date or topic.
July retail sales likely were barely troubled by the Covid Delta wave; the risks to August are bigger...
...Mobility data suggest that retail footfall is declining in the hardest-hit Southeastern quadrant of the U.S.
Manufacturing output likely rebounded in July, but the rate of recovery in the sector is moderating.
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?
In one line: Progress continues, but the Empire State surge is an outlier. Price pressures peaking?
With half the June data now available, we're more confident now in calling the bottom for mortgage applications.
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 longer below the target.
In one line: Sales dip is a further reaction to the end of the stimulus boost; expect the rising trend to resume in June.
The 517K increase in March private payrolls reported yesterday by ADP is consistent with tomorrow's official number hitting about 750K.
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence