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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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Weather hit to claims reverses; Philly Fed is much weakter than it looks
Temporarily boosted by bad weather, but a sustained increase is in sight.
Bottoming, and likely to rise sharply in the spring
Claims still in a low and narrow range; core PCE deflator for Q4 revised up
Favorable weather effects starting to fade?
Most of the GDP growth is in trade and inventories; final demand is weak
Philly Fed stabilizing, maybe; claims don't tell the whole labor market story
Improving core trend is now in place.
ADP and Homebase signal upside payroll risk tomorrow
Held down by seasonals; expect a big rebound next week
Mixed industrial surveys; don't believe the drop in claims
The trend is rising, but expect noise over the next few weeks.
Q4 consumption set for 3%-plus, but trouble brewing ahead
Consumption started the fourth quarter quite strongly; 3%-plus seems a decent bet.
Core PCE price pressures eased sequentially in October; further down shifts ahead?
Last week’s jump in the initial jobless claims likely was not a fluke; the trend probably is rising.
Strong looking October new home sales and durable goods orders data are misleading
Home sales and prices have further to fall and the trend in core capex orders has slowed markedly.
The upturn in jobless claims is a better guide to what’s really happening; the economy is softening.
The trend is now rising and has further to go
Manufacturing is soft; layoffs creeping up?
Startlingly goods core CPI; rent fever appears to be breaking
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