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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 email@example.com, 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 suppress the spread of Delta.
Home price gains are set to slow sharply, but rents are likely to accelerate in the second half.
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, rose faster than broad inflation.
Consumption is the biggest single component of GDP, accounting for 68% of the economy.
With half the June data now available, we're more confident now in calling the bottom for mortgage applications.
Most of the action in the May CPI was in the Covid- sensitive components, again.
In order to transition from low Covid-induced inflation to the sustained increases needed to persuade the Fed to tighten policy—remember, they have vowed to react to inflation data, not forecasts—three things have to happen.
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