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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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Tapering is inching closer, but talk of rate hikes is de-ferred unless and until labor market signals flash red. The economy likely expanded at an 8.0% rate in Q2, led by...
Some of the near-real-time data are flattening; don't worry, it had to happen, and some will re-accelerate. The recovery is still on track, though we'll be much happier once...
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 12% GDP growth we had hoped to see in the second quarter now looks unlikely; we've cut our estimate to an annualized rate of 9 1/2%
Consumption is the biggest single component of GDP, accounting for 68% of the economy.
The May employment report did not resolve any of the key labor market issues keeping the Fed awake at night.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
ADP Likely will Show Payrolls Rose, but didn't Rocket, in April
A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet
Upside Risk for March Retail Sales as Stimulus Money Flows into Stores
Stimulus Payments are Turbo-Charging Spending; Inflation Next?
Is the Stimulus Bill Driving up Manufacturing Sentiment
The Services Sector Reopening Likely Drove up March Payrolls
The $1.9T Covid Bill will be Visible in the Macro Data Very Quickly
Higher Spending on Services After Covid won't hurt Spending on Goods
Higher-Income People's Spending is Limited by Opportunity, not Cashflow
Stimulus Payments Don't Fix Everything, but Retailers Love Them
If $1.9T Turns Out to be too Much, the Fed will have to Step In
No Deal is Likely with the Gang of 10, Democrats Set to Go Alone
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