Best viewed on a device with a bigger screen...
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
Please use the filters on the right to search for a specific date or topic.
The reopening spike in the core CPI has peaked, though food prices will keep rising strongly for a while.
The Delta variant continues to drive up Covid cases, but the rate of increase is slowing steadily.
People have responded to the surge by travelling less; airlines, restaurants, hotels all feeling the pain.
We're pleased that a net 850K people moved into payroll employment in June. But most of the improvement from
the 583K headline increase in May was in the state and local government sector, while the increase in June private sector payrolls was not statistically significantly bigger than in May.
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 to the 2.8% consensus—but we also expect a further robust increase in the core too.
The Covid picture nationally continues to improve, with the seven-day average number of cases now at just 11.1K, down 24% from a week ago and 62% from a month ago.
We have to talk about Covid again, unfortunately. The downward trend in U.S. cases appears to be over, for now, following a 94% drop from the January peak.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
We argued in the Monitor yesterday that much of the surge in survey-based measures of inflation expectations likely can be blamed on higher prices for food and gasoline.
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
(6 months only; older publications available on request)
Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks
U.S. Document Vault, Pantheon Macro, Pantheon Macroeconomics, independent macro research independent research, ian shepherdson, economic intelligence