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Below is a full list of our U.S. Publications.
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U.S. Personal income and spending, Goods trade, January 2021
26th Feb 2021 10:01U.S.
Higher-Income People's Spending is Limited by Opportunity, not Cashflow
18th Feb 2021 18:20U.S.
U.S. Personal Income and Spending, December, Employment costs index, Q4 2020
29th Jan 2021 10:08U.S.
US 28 Jan 2021
27th Jan 2021 18:20U.S.
This is the final U.S. Monitor for 2020, a year we'll be thrilled to leave behind.
23rd Dec 2020 18:20U.S.
In one line: A mixed bag but the first drop in real consumption since April is not good news.
23rd Dec 2020 09:55U.S.
25th Nov 2020 10:19U.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...
24th Nov 2020 18:20U.S.
In one line: Households in aggregate are cash rich, but spending is Covid-constrained.
30th Oct 2020 10:00U.S.
Before the Covid pandemic struck, the mix-adjusted measure of wages and salaries in the employment costs index was trending up by about 3.0% year-over-year.
29th Oct 2020 19:10U.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...
27th Oct 2020 19:10U.S.
We're expecting to learn today that shipments of core capital goods jumped at a 33% annualized rate in the third quarter, a record increase, and more than reversing the 19.7%...
26th Oct 2020 19:10U.S.
Back in the olden days, we argued that shifts in the global manufacturing cycle often originated in China, and then fed into the U.S. and European data with a lag of one-to-three...
25th Oct 2020 19:10U.S.
When we're thinking about the prospects for the holiday shopping season, we usually focus on two questions.
22nd Oct 2020 20:50U.S.
The third quarter ended with a bit of a bang for retailers, with sales rising strongly, even in the woebegone department store sector. The apparent loss of momentum in July and...
18th Oct 2020 19:20U.S.
We look for a 950K increase in September private payrolls, more than the 700K or so implied by the Homebase daily employment data but consistent with ADP, assuming it has...
1st Oct 2020 19:20U.S.
In one line: The trend decline in claims is barely visible; spending momentum has slowed sharply.
1st Oct 2020 11:44U.S.
Momentum in the rebound in economic activity has faded over the past couple months, housing and auto sales aside.
14th Sep 2020 19:20U.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...
10th Sep 2020 19:20U.S.
Today brings a raft of data which mostly will look quite positive but will do nothing to assuage our fears over a sharp slowdown in growth in the fourth quarter.
31st Aug 2020 19:10U.S.
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