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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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A defining feature of the aftermath of the 2008 financial crisis was a sustained decline in the stock of bank lending to businesses.
23rd Jul 2021 00:20U.S.
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?
16th Jul 2021 00:20U.S.
We see substantial upside risk to the June ADP employment reading today, but we think the data will overstate the official private payroll number, for a third straight month.
30th Jun 2021 00:20U.S.
A solid increase in aircraft orders and a rebound in the auto component likely will flatter the headline May durable goods orders number today--we look for a 3.0% increase, close...
24th Jun 2021 00:20U.S.
With half the June data now available, we're more confident now in calling the bottom for mortgage applications.
18th Jun 2021 00:20U.S.
The FOMC statement yesterday changed only trivially from April, just noting that the Covid picture is improving, easing the pressure on the economy, and that inflation is no...
17th Jun 2021 00:20U.S.
We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.
4th Jun 2021 00:20U.S.
ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.
3rd Jun 2021 00:20U.S.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
2nd Jun 2021 00:20U.S.
Let's try to put ourselves into the shoes of the FOMC, as the economy builds momentum on the back of the reopening. It is now abundantly clear from hard data, shown in our first...
1st Jun 2021 00:30U.S.
U.S. Durable Goods Orders, Jobless Claims 5 27 2021
27th May 2021 16:11U.S.
Manufacturing is Still Recovering, but Momentum has Eased
27th May 2021 00:20U.S.
Core Capital Goods Orders aren't Softening, it Just Looks that Way
27th Apr 2021 00:30U.S.
In one line: Headline hit by Boeing; core constrained by early Easter? Trends solid.
26th Apr 2021 14:27U.S.
Soaring Used Car and Truck Prices will Help Lift Inflation in Q2
26th Apr 2021 00:30U.S.
Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising
25th Mar 2021 00:20U.S.
U.S. Durable Goods Orders, February 2021
24th Mar 2021 16:27U.S.
How Alarming is the Surge in Covid Cases in Michigan
24th Mar 2021 00:20U.S.
Upside Risk for the January Core PCE, but it's Noise, not Signal
26th Feb 2021 00:20U.S.
The Recovery in Core Durable Goods Orders is Complete
25th Feb 2021 00:20U.S.
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