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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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Ignore the increase in the Case-Shiller existing home price index today; it is out of date...
...Prices are falling as soaring supply meets plunging demand; a new equilibrium is some way off.
Consumers’ confidence is picking up as gas prices fall, but does it tell us anything about spending?
The August inflation data will have to be great if the Fed is to pivot to 50bp in September...
...Whatever happens to rates in the near-term, the Fed is uneasy at market forecasts of lower rates in 2023.
The plunging trade deficit and stronger consumption mean Q3 GDP forecasts are much too low.
Key regional surveys now show that supply conditions have improved enough to push down margins.
The upturn in jobless claims since the spring is overstated by seasonal problems; the labor market is fine.
Capital goods orders are rising at a decent, steady pace, but inflation is offsetting the gains, for now.
Chair Powell likely will reiterate that the Fed is now data-dependent; 75bp is not certain for September.
Student loan forgiveness will not materially boost growth or inflation, or threaten the public finances.
Imports appear to be falling quite quickly; a drop in the trade deficit will boost Q3 GDP growth.
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