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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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A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet
21st Apr 2021 00:20U.S.
Rejigged Fed Data Show People's Cash Balances Still Huge, and Rising
25th Mar 2021 00:20U.S.
Higher Spending on Services After Covid won't hurt Spending on Goods
22nd Feb 2021 00:30U.S.
Higher-Income People's Spending is Limited by Opportunity, not Cashflow
19th Feb 2021 00:20U.S.
Don't Worry About the Dip in Savings Balances, They're Still Huge
20th Jan 2021 00:20U.S.
Manufacturing/Services Gap Sticks as Economy Tracks Sideways
15th Jan 2021 00:20U.S.
Watch Small Firms' Selling Prices for Clues to Post-Covid Inflation
12th Jan 2021 00:20U.S.
This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.
24th Dec 2020 00:20U.S.
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...
21st Dec 2020 00:20U.S.
Fed Chair Powell argued in his press conference Wednesday that any increase in inflation when the economy re-opens likely will be short-lived.
18th Dec 2020 00:20U.S.
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...
15th Dec 2020 00:20U.S.
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...
9th Dec 2020 00:20U.S.
November's 307K increase in the ADP measure of private payrolls report was much stronger than we expected, but below the 440K consensus.
3rd Dec 2020 00:10U.S.
The release yesterday of a $908B Covid relief bill, put together by a bipartisan group of senators, is good news.
2nd Dec 2020 00:20U.S.
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...
1st Dec 2020 00:20U.S.
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...
30th Nov 2020 00:20U.S.
The unilateral decision of Treasury Secretary Mnuchin to allow a slew of Fed emergency lending programs to close to new borrowers on December 31, despite Fed objections, increases...
23rd Nov 2020 00:20U.S.
After five straight months of gains, during which the food service component of retail sales recovered 73% of the ground lost in March and April, during the initial Covid...
18th 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.
Pfizer's announcement yesterday provided the answer to the--rhetorical--question we've been asking for months: Do you want to be short equities the day we learn...
9th Nov 2020 22:40U.S.
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