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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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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...
For most of the decade before the pandemic, core CPI inflation ran a few tenths higher than core PCE inflation, mostly because rents, which are twice as important in the core CPI,...
Most of the action in the May CPI was in the Covid- sensitive components, again.
Covid-Sensitive Components Drove the April CPI, What Next
An Array of Core CPI Components Look Set to Rise in April
More Powell Pushback on Taper Timing Coming Today
Hospital Services Inflation is Rocketing
Will the Core CPI/PCE Inflation Spread Remain Inverted
Upside Risk for the February Core CPI, are Rents Starting to Rebound
Core Inflation won't Surge Until After Covid is Gone, but Watch Rents
Asking Rents are Soaring as Demand Returns for Rental Homes
Core Inflation has Been Steady, but it will Soon Start to Rise
Rebounding Rents Likely Supported the December Core CPI
Both the jobless claims and CPI numbers released yesterday behaved as we expected at the headline level, but some of the CPI details were surprising and, perhaps, ominous.
Most of the pre-release focus in markets this morning will be on the November CPI, but we see potential for more excitement over the weekly initial jobless claims numbers, where...
The story of the next few weeks will be a gradual and uneven--but unambiguous--tightening of anti-Covid restrictions across the country.
The Fed's Senior Loan Officer Surveys in April and July were deeply alarming, signaling that banks were aggressively tightening lending standards for firms of all sizes.
We remain resolutely open-minded about the medium-term inflation outlook, on the straightforward grounds that the post-Covid economy will bear little resemblance to any previous...
The best way to answer the perennially vexed question of what's happening to home prices is to take a deep breath and cite a range, given that the four main measures of prices...
The overarching theme in the September CPI numbers is that there is no overarching theme.
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