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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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February's Drop in Home Sales was Mostly Due to Falling Demand
22nd Apr 2021 00:20U.S.
A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet
21st Apr 2021 00:20U.S.
Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising
25th Mar 2021 00:20U.S.
Higher Spending on Services After Covid won't hurt Spending on Goods
22nd Feb 2021 00:30U.S.
Higher-Income People's Spending is Limited by Opportunity, not Cashflow
19th Feb 2021 00:20U.S.
Stimulus Payments Likely Boosted Retail Sales in January
17th Feb 2021 00:20U.S.
US 27 Jan 2021
27th Jan 2021 00:20U.S.
Most people buy homes--new and existing--with mortgage finance, so it follows that mortgage demand ought to lead the sales numbers.
22nd 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 industrial economy continues to recover, buoyed by a combination of strong domestic demand for goods, both consumer and capital, including anything housing-related, and the...
15th Dec 2020 00:20U.S.
Most of the time, we don't pay too much attention to the weekly mortgage applications numbers from the Mortgage Bankers Association, because the noise-to- signal ratio is too...
9th Dec 2020 00:20U.S.
While we wait to see the extent to which Thanksgiving travel and family gatherings interrupted the emerging downshift in U.S. Covid cases, this week brings a ton of new data on...
1st Dec 2020 00:20U.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%...
27th Oct 2020 00:10U.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.
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...
19th Oct 2020 00:20U.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.
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.
We remain bullish on the near-term outlook for the housing market, but momentum in the mortgage applications numbers has faded a bit in recent weeks.
22nd Sep 2020 00:20U.S.
The Fed has given itself and markets clear guidance on the minimum requirements for a rate hike-- maximum employment, and inflation at 2% and on track "moderately"...
21st Sep 2020 00:20U.S.
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