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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.
Does the U.S. have Enough Immunity to be Squeezing Covid Already
9th Feb 2021 19:20U.S.
No Deal is Likely with the Gang of 10, Democrats Set to Go Alone
1st Feb 2021 19:20U.S.
Rebounding Rents Likely Supported the December Core CPI
12th Jan 2021 19:20U.S.
We are not unduly concerned by the jump in theISM manufacturing prices paid index in January, toits highest level since May 2018.
5th Jan 2021 19:20U.S.
The steep rise in the number of people unemployed for more than six months attracted a good deal of media attention after the release of Friday's August jobs report, as well...
5th Oct 2020 20:20U.S.
The two marquee economic reports today, covering May retail sales and industrial production, will capture the initial rebound after the economy hit bottom sometime in mid-April.
15th Jun 2020 20:20U.S.
We set out the reasoning behind the big upward revision to our payroll forecast yesterday, in the wake of the much better-than-expected ADP report.
4th Jun 2020 20:20U.S.
We're expecting ADP today to report a 10M drop in private payrolls in May, but investors should be braced for surprises, in either direction, because ADP's methodology is...
2nd Jun 2020 20:20U.S.
Don't be alarmed by the second straight jump in consumers' inflation expectations, captured by the Conference Board's May survey, reported yesterday.
26th May 2020 20:20U.S.
The record 0.4% drop in the core CPI in April would have looked even worse had it not been for favorable rounding; it was just 0.002% away from printing at -0.5%.
12th May 2020 20:20U.S.
The 0.1% dip in the core CPI in March was the first outright decline in three years, but we expect another-- and bigger--decline in today's April numbers.
11th May 2020 20:20U.S.
Today's April ADP employment report likely will understate the scale of the net payroll losses which will be reported Friday by the BLS.
5th May 2020 20:20U.S.
We're very comfortable with the idea that the coronavirus is a broad deflationary shock to the U.S. economy.
4th May 2020 20:20U.S.
The Fed meeting today is unlikely to bring any significant policy shifts, mostly because the Fed has done everything we thought would be necessary once it became clear how badly...
27th Apr 2020 20:20U.S.
Under normal circumstances, the boost to consumption from the astonishing collapse in oil prices would act as a substantial--though not complete--offset to the hit to...
20th Apr 2020 20:20U.S.
The huge drop in the March Markit services PMI, reported yesterday, and the modest dip in the manufacturing index, are the first national business survey data to capture the...
24th Mar 2020 20:20U.S.
The collapse in oil prices was the immediate trigger for the 7.6% plunge in the S&P 500 yesterday, but the underlying reason is the Covid-19 epidemic.
9th Mar 2020 20:20U.S.
The 0.242% increase in the January core CPI left the year-over-year rate at 2.3% for the third straight month.
13th Feb 2020 19:20U.S.
The underlying trend in the core CPI is rising by just under 0.2% per month, so that has to be the starting point for our January forecast.
12th Feb 2020 19:10U.S.
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