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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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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 strong June retail sales numbers don't prove anything, but they are consistent with the idea that people have sufficient resources, and sufficient inclination, to...
Consumption is the biggest single component of GDP, accounting for 68% of the economy.
The May employment report did not resolve any of the key labor market issues keeping the Fed awake at night.
A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet
Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising
Higher Spending on Services After Covid won't hurt Spending on Goods
Higher-Income People's Spending is Limited by Opportunity, not Cashflow
Don't Worry About the Dip in Savings Balances, They're Still Huge
Manufacturing/Services Gap Sticks as Economy Tracks Sideways
Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation
This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.
Any Covid relief bill is better than no Covid relief bill, but the measures set to be passed by Congress after our Sunday deadline do not represent the most efficient use of the...
Fed Chair Powell argued in his press conference Wednesday that any increase in inflation when the economy re-opens likely will be short-lived.
The industrial economy continues to recover, buoyed by a combination of strong domestic demand for goods, both consumer and capital, including anything housing-related, and the...
Most of the time, we don't pay too much attention to the weekly mortgage applications numbers from the Mortgage Bankers Association, because the noise-to- signal ratio is too...
November's 307K increase in the ADP measure of private payrolls report was much stronger than we expected, but below the 440K consensus.
The release yesterday of a $908B Covid relief bill, put together by a bipartisan group of senators, is good news.
While we wait to see the extent to which Thanksgiving travel and family gatherings interrupted the emerging downshift in U.S. Covid cases, this week brings a ton of new data on...
You've probably read several media stories by now reporting that retail spending over the Thanksgiving weekend was up, down, or unchanged from a year ago, based on credit card...
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