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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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More Powell Pushback on Taper Timing Coming Today
28th Apr 2021 00:20U.S.
Hospital Services Inflation is Rocketing
29th Mar 2021 00:30U.S.
Will the Core CPI/PCE Inflation Spread Remain Inverted
12th Mar 2021 00:20U.S.
Upside Risk for the February Core CPI, are Rents Starting to Rebound
10th Mar 2021 00:20U.S.
Core Inflation won't Surge Until After Covid is Gone, but Watch Rents
11th Feb 2021 00:20U.S.
Asking Rents are Soaring as Demand Returns for Rental Homes
3rd Feb 2021 00:20U.S.
Core Inflation has Been Steady, but it will Soon Start to Rise
14th Jan 2021 00:10U.S.
Rebounding Rents Likely Supported the December Core CPI
13th Jan 2021 00:20U.S.
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.
11th Dec 2020 00:20U.S.
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...
10th Dec 2020 00:10U.S.
The story of the next few weeks will be a gradual and uneven--but unambiguous--tightening of anti-Covid restrictions across the country.
16th Nov 2020 00:20U.S.
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.
13th Nov 2020 00:20U.S.
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...
12th Nov 2020 00:10U.S.
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...
28th Oct 2020 00:10U.S.
The overarching theme in the September CPI numbers is that there is no overarching theme.
14th Oct 2020 00:20U.S.
As we reach our deadline Monday afternoon, the Columbus Day long weekend has brought no progress on the fiscal front.
13th Oct 2020 00:20U.S.
Our comments on the inflation outlook over the last few months have focused mostly on the risk of continued mean-reversion in some of the components crushed by Covid, and the...
9th Oct 2020 00:20U.S.
The 0.4% August core CPI print was close to our expectations, and it likely will look much the same in September and October, driven by the same forces.
14th Sep 2020 00:20U.S.
In the wake of the surprise 0.6% July surge in the core CPI, the biggest increase since January 1991--most forecasters look for mean reversion to 0.2% in today's August...
11th Sep 2020 00:20U.S.
The remarkable surge in both new and existing home sales in recent months already has pushed inventory down and prices up.
9th Sep 2020 00:20U.S.
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