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Below is a full list of our U.S. Publications.
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Upside Risk for the January Core PCE, but it's Noise, not Signal
25th Feb 2021 19:20U.S.
Stimulus Payments Don't Fix Everything, but Retailers Love Them
17th Feb 2021 19:20U.S.
U.S. Retail Sales/PPI, January 2021
17th Feb 2021 11:05U.S.
Stimulus Payments Likely Boosted Retail Sales in January
16th Feb 2021 19:20U.S.
US 29 Jan 2021
28th Jan 2021 19:20U.S.
Could a Margin Spike Translate into Sustained Inflation? Watch Wages
24th Jan 2021 19:20U.S.
Covid Cases are Falling, but Could Rebound if B117 Takes Root
18th Jan 2021 19:20U.S.
U.S. Retail Sales, PPI, Empire State Survey 2020
15th Jan 2021 10:56U.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.
The unilateral decision of Treasury Secretary Mnuchin to allow a slew of Fed emergency lending programs to close to new borrowers on December 31, despite Fed objections, increases...
22nd Nov 2020 19:20U.S.
In one line: The labor market has stalled; PPI boosted by autos and healthcare services.
10th Sep 2020 11:38U.S.
We're expecting to see another dip in initial claims for regular state unemployment benefits today, to about 850K, but that's only part of the story.
9th Sep 2020 20:10U.S.
The difficulty with the Fed's shift in strategy, to the pursuit of an average 2% inflation target "over time", is that they don't have the means in the near term...
27th Aug 2020 18:10U.S.
The only significant surprise in the terrible second quarter GDP numbers was the 2.7% increase in government spending, led by near-40% leap in the federal nondefense component.
30th Jul 2020 20:10U.S.
We have no argument with the FOMC's view that the Covid crisis is a disinflationary event, but the run of three straight outright month-to-month declines in the core CPI...
13th Jul 2020 20:20U.S.
We were happy to see initial jobless claims fall to a 15-week low of 1,314K yesterday, but the labor market is still in a terrible state.
9th Jul 2020 20:20U.S.
In one line: Claims still heading down, but possible trouble ahead.
11th Jun 2020 10:22U.S.
We learned yesterday that the patchy but widespread reopening of the economy is triggering the first wavelet of rehiring.
28th May 2020 20:20U.S.
In one line: Core PPI inflation will soon plummet; jobless claims will rise.
12th Mar 2020 10:49U.S.
The Fed will soon have to step in to try to put a firebreak in the stock market.
27th Feb 2020 19:20U.S.
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