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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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Plunging used vehicle prices explains the undershoot in the March core CPI; they have much further to fall.
Some other components rose by less than recent trends, but too soon to know if it's more than noise.
Rebounding airline fares and profit margins signal upside risk for the March core PPI.
Both headline and core inflation peaked in March; base effect alone will trigger a clear drop in Q2.
The risks to the March core consensus are mostly to the downside, thanks to falling used vehicle prices.
The NFIB index likely dropped again in March; it’s sensitive to the stock market and gas prices.
In one line: Expansion continues; supply chain pressures chronic
In one line: Disappointing, but supply chain pressures easing further.
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