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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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Chair Powell will stick to his lines today, and will add that the Fed is closely watching the march of Delta. Most states appear to be short of the 85% immunity required to...
Chair Powell made it clear yesterday that the Fed's leadership is sticking to its view that the reopening surge in inflation is due mostly to "base effects... and production...
Fed Chair Powell will doubtless be quizzed in some detail today about the implications of yesterday's startling CPI numbers for June.
The June auto sales numbers attracted very little attention last week, as the data came sandwiched between the ISM manufacturing survey and the payroll report.
The Dallas Fed last week published a short blog post--seehere--focused on the predictive power of their trimmed mean PCE inflation measure.
We have never taken much notice of the quits rate from the JOLTS report, on the grounds that it's usually just a proxy for the unemployment rate, released with a lag and prone to...
The 12% GDP growth we had hoped to see in the second quarter now looks unlikely; we've cut our estimate to an annualized rate of 9 1/2%
Consumption is the biggest single component of GDP, accounting for 68% of the economy.
First, an apology for breaking our two-page rule; we have a lot of ground to cover today. So, to business. Tapering is going to happen over the next few months; the only...
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...
Markets and the Fed will React Differently if May Payrolls Rebound
Some FOMC Members Want to Talk Tapering; The Leadership Does Not
One Huge Core CPI won't Move the Fed, but it Surely has their Attention
Manufacturing Growth has Peaked, for now; Inflation Pressure has not
Too Soon for Taper Talk, Again, Despite the Improving Outlook
A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet
The Council of Economic Advisors Might be Right About Inflation, or...
Stimulus Payments are Turbo-Charging Spending; Inflation Next?
Would Higher Inflation Upset the Stronger Dollar Story
No Taper Talk Yet from Chair Powell, Forecast Improvement is not Enough
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