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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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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.
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.
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.
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.
No Deal is Likely with the Gang of 10, Democrats Set to Go Alone
2nd Feb 2021 00:20U.S.
US 28 Jan 2021
28th Jan 2021 00:20U.S.
US 27 Jan 2021
27th Jan 2021 00:20U.S.
Tentative Reopenings Beginning, We Hope Vaccinations can Keep Up
26th Jan 2021 00:20U.S.
December Payrolls are Wild, but Risk to Consensus is Mostly to the Upside
8th Jan 2021 00:20U.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 22:20U.S.
The industrial economy continues to recover, buoyed by a combination of strong domestic demand for goods, both consumer and capital, including anything housing-related, and the...
15th Dec 2020 00:20U.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...
25th Nov 2020 00:20U.S.
The rate of increase of confirmed new U.S. Covid cases per day is slowing, quite quickly.
20th Nov 2020 00:20U.S.
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