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1 Mar 2021. Stocks don't Need to Keep Falling on the Back of Higher Yields
28th Feb 2021 19:30U.S.
23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk
22nd Feb 2021 08:32U.S.
Stimulus Payments Likely Boosted Retail Sales in January
16th Feb 2021 19:20U.S.
Watch Florida for Clues to the Impact of Covid Variants
15th Feb 2021 19:30U.S.
If $1.9T Turns Out to be too Much, the Fed will have to Step In
8th Feb 2021 19:20U.S.
US 27 Jan 2021
26th Jan 2021 19:20U.S.
Rebounding Rents Likely Supported the December Core CPI
12th Jan 2021 19:20U.S.
The Fed disappointed markets yesterday, by choosing not to increase the weighted average maturity--WAM--of its Treasury purchases.
16th Dec 2020 17:20U.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 17:20U.S.
The conventional way to model U.S. inflation a year or two ahead is to start with a projection for the rate of increase of unit labor costs, and then tweak it to account for...
13th Dec 2020 19:20U.S.
Most of the pre-release focus in markets this morning will be on the November CPI, but we see potential for more excitement over the weekly initial jobless claims numbers, where...
9th Dec 2020 19:10U.S.
We were not surprised by the soft November employment numbers, unfortunately, because job growth was close to the pace implied by the Homebase small business employment data.
6th Dec 2020 19:20U.S.
You've probably read several media stories by now reporting that retail spending over the Thanksgiving weekend was up, down, or unchanged from a year ago, based on credit card...
29th Nov 2020 19:20U.S.
The impending appointment of ex-Fed Chair Yellen as Treasury Secretary is to be welcomed--a safer pair of hands is hard to imagine--but it does not change our view that...
24th Nov 2020 19:20U.S.
The unilateral decision of Treasury Secretary Mnuchin to allow a slew of Fed emergency lending programs to close to new borrowers on December 31, despite Fed objections, increases...
22nd Nov 2020 19:20U.S.
We remain resolutely open-minded about the medium-term inflation outlook, on the straightforward grounds that the post-Covid economy will bear little resemblance to any previous...
11th Nov 2020 19:10U.S.
The final run of the FiveThirtyEight election model gives Joe Biden an 89% chance of victory. In the accompanying commentary, however, they argue that it's a "fine line...
3rd Nov 2020 19:10U.S.
If you were to return home to find your home ablaze, heaven forbid, and the fire department hard at work to douse the flames, would you be more concerned about your impending...
19th Oct 2020 20:20U.S.
As we reach our deadline Monday afternoon, the Columbus Day long weekend has brought no progress on the fiscal front.
12th Oct 2020 20:20U.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...
27th Sep 2020 20:20U.S.
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