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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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We find ourselves at odds with a couple of ideas gaining currency among the commentariat, namely, that markets are becoming less worried about inflation risk, and that the rise in...
12th Jul 2021 00:30U.S.
Emerging evidence from the Homebase employment data suggests that the ending of federally-financed enhanced unemployment benefits in many states has not clearly pushed people back...
29th Jun 2021 00:30U.S.
The 12% GDP growth we had hoped to see in the second quarter now looks unlikely; we've cut our estimate to an annualized rate of 9 1/2%
28th Jun 2021 00:30U.S.
ADP Confirms Payroll Momentum in March, but Bigger Gains Lie Ahead
1st Apr 2021 00:20U.S.
B117 is Driving up New Covid Cases, but the Recovery is not Cancelle
30th Mar 2021 00:30U.S.
The Labor Market for Small Businesses has Tightened Sharply
9th Mar 2021 00:30U.S.
No Deal is Likely with the Gang of 10, Democrats Set to Go Alone
2nd Feb 2021 00:20U.S.
Manufacturing/Services Gap Sticks as Economy Tracks Sideways
15th Jan 2021 00:20U.S.
Everything has changed in Washington after the Democrats won the Georgia Senate runoff elections, except the need to find 60 votes for fiscal measures which can't be passed...
7th Jan 2021 00:20U.S.
In the absence of hints from senior Fed officials that a major change to the QE program is imminent, we would be surprised today if the Fed increases the pace of purchases from...
15th Dec 2020 22:20U.S.
We were not surprised by the soft November employment numbers, unfortunately, because job growth was close to the pace implied by the Homebase small business employment data.
7th Dec 2020 00:20U.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.
The impending appointment of ex-Fed Chair Yellen as Treasury Secretary is to be welcomed--a safer pair of hands is hard to imagine--but it does not change our view that...
25th Nov 2020 00:20U.S.
The surge in U.S. median home prices has morphed from merely startling to truly remarkable.
24th Nov 2020 00:20U.S.
October payrolls surprised us to the upside, prompting a wave of chatter from the commentariat to the effect that the labor market is healing. Well, it was healing, in the week...
9th Nov 2020 00:20U.S.
As we reach our deadline at 4pm Eastern, definitive results are not yet available for Nevada, Georgia or Pennsylvania, any one of which would push Joe Biden over the 270 Electoral...
5th Nov 2020 00:10U.S.
The final run of the FiveThirtyEight election model gives Joe Biden an 89% chance of victory. In the accompanying commentary, however, they argue that it's a "fine line...
4th Nov 2020 00:10U.S.
It's entirely possible that Donald Trump will be re-elected today, but it is not very likely. The FiveThirtyEight model--the only one to give Mr. Trump much chance in...
3rd Nov 2020 00:20U.S.
As we reach our deadline on Tuesday afternoon, Eastern time, no agreement has been reached between Treasury Secretary Mnuchin and House Speaker Pelosi on the next Covid relief...
21st Oct 2020 00:10U.S.
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