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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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Downside risk for headline June durable goods does not change the strong core picture. Capital spending looks set to rise for some time yet, beginning to reverse the post-2008...
Some of the near-real-time data are flattening; don't worry, it had to happen, and some will re-accelerate. The recovery is still on track, though we'll be much happier once...
The payroll survey was conducted last week; anyone who did any paid work in the pay period--that is, the week, two weeks, or month--which included Monday, July 12, counts as...
What should we make of the news that manufacturing production fell outright in June--just--but that the Empire State manufacturing index has rocketed to a record high?
In one line: Hammered by the auto sector, again.
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...
The Dallas Fed last week published a short blog post--seehere--focused on the predictive power of their trimmed mean PCE inflation measure.
We're not sure what to make of the 692K increase in the ADP measure of private payrolls, reported yesterday.
Question: What's the fastest known mechanism for getting oil out of the ground?
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.
We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.
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.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
Manufacturing is Still Recovering, but Momentum has Eased
Noise Likely to Outweight the Signal in April's Retail Sales and IP Data
What's Driving ECI Wages, Technicalities, or Real Pressures
U.S. industrial Production, March 2021
Upside Risk for March Retail Sales as Stimulus Money Flows into Stores
How Alarming is the Surge in Covid Cases in Michigan
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