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Below is a full list of our U.S. Publications.
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Does the U.S. have Enough Immunity to be Squeezing Covid Already
9th Feb 2021 19:20U.S.
If $1.9T Turns Out to be too Much, the Fed will have to Step In
8th Feb 2021 19:20U.S.
US 28 Jan 2021
27th Jan 2021 19:20U.S.
Could a Margin Spike Translate into Sustained Inflation? Watch Wages
24th Jan 2021 19:20U.S.
Rebounding Rents Likely Supported the December Core CPI
12th Jan 2021 19:20U.S.
No Labor Market Recovery Until Covid is Routed, but it's Coming
10th 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.
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.
As we reach our deadline at 4pm Eastern, definitive results are not yet available for Nevada, Georgia or Pennsylvania, any one of which would push Joe Biden over the 270 Electoral...
4th Nov 2020 19:10U.S.
The Fed has given itself and markets clear guidance on the minimum requirements for a rate hike-- maximum employment, and inflation at 2% and on track "moderately"...
20th Sep 2020 20:20U.S.
The Fed yesterday formally adopted outcome-based forward guidance, setting out the conditions under which rates will rise: "The Committee... expects it will be appropriate to...
16th Sep 2020 20:10U.S.
It's not clear if the first FOMC meeting since the release of the Fed's new Monetary Policy Strategy will bring any real shift in policy, though we think it unlikely that...
15th Sep 2020 20:20U.S.
We're assuming that Chair Powell will offer at least some comment on the current state of the economy and the outlook in his virtual Jackson Hole speech at 09:10 Eastern time...
26th Aug 2020 18:10U.S.
The Fed made no changes to policy yesterday, as was almost universally expected.
29th Jul 2020 20:10U.S.
We argued in the Monitor on Friday--see here--that the Fed likely will increase the pace of its Treasury purchases, in order to ensure that the wave of supply needed to...
28th Jul 2020 20:20U.S.
If Congress passes another Covid relief bill early next month, as we fully expect, it will have to be financed quickly via increased debt issuance.
23rd Jul 2020 20:20U.S.
Here's something we didn't expect to write: The control measure of retail sales in May was slightly higher than in February.
16th Jun 2020 20:20U.S.
We have drawn attention over the past couple of weeks in our daily Coronavirus Update to the rising trend in new cases in some states, mostly in the South.
11th Jun 2020 20:20U.S.
We would be surprised, but not astonished, if the Fed were to announce a shift to explicit yield curve control at today's meeting.
9th Jun 2020 18:30U.S.
The May auto sales numbers probably will be released just after our deadline at 4pm eastern time today, but all the signs are that a hefty rebound will be reported after...
1st Jun 2020 20:20U.S.
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