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Below is a full list of our U.S. Publications.
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1 Mar 2021. Stocks don't Need to Keep Falling on the Back of Higher Yields
28th Feb 2021 18:30U.S.
Upside Risk for the January Core PCE, but it's Noise, not Signal
25th Feb 2021 18:20U.S.
The Recovery in Core Durable Goods Orders is Complete
24th Feb 2021 18:20U.S.
23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk
22nd Feb 2021 07:32U.S.
No Labor Market Recovery Until Covid is Routed, but it's Coming
10th Jan 2021 18:20U.S.
The Fed disappointed markets yesterday, by choosing not to increase the weighted average maturity--WAM--of its Treasury purchases.
16th Dec 2020 16:20U.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.
6th Dec 2020 18:20U.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...
24th Nov 2020 18:20U.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...
22nd Nov 2020 18:20U.S.
The Fed's inaction yesterday was no surprise, but it doesn't necessarily tell us anything about what will happen over the next few months.
5th Nov 2020 18:10U.S.
The jobless claims numbers today are a bit of a wild card.
7th Oct 2020 19:10U.S.
The daily number of confirmed new U.S. Covid-19 cases has leveled-off over the past couple weeks, and the rate of increase of hospitalizations has slowed appreciably.
6th Oct 2020 19:20U.S.
First, apologies for a much more dense report than usual; there's a lot of ground to cover here. The most likely outcome of the November 3 election right now is a Democrat...
27th Sep 2020 19:20U.S.
The Fed has given itself and markets clear guidance on the minimum requirements for a rate hike-- maximum employment, and inflation at 2% and on track "moderately"...
20th Sep 2020 19:20U.S.
The Fed made no changes to policy yesterday, as was almost universally expected.
29th Jul 2020 19:10U.S.
We argued in the Monitor on Friday--see here--that the Fed likely will increase the pace of its Treasury purchases, in order to ensure that the wave of supply needed to...
28th Jul 2020 19:20U.S.
If Congress passes another Covid relief bill early next month, as we fully expect, it will have to be financed quickly via increased debt issuance.
23rd Jul 2020 19:20U.S.
The stock of bank lending to businesses is on course to fall in June, after a modest increase in May and huge jumps in March and April.
7th Jul 2020 19:20U.S.
ADP's measure of May private payrolls undershot the official estimate by 5.6 million, surprising everyone after it nailed the April catastrophe.
1st Jul 2020 19:20U.S.
The Fed announced no significant policy changes yesterday, but the FOMC reinforced its commitment to maintain "smooth market functioning", by promising to keep its...
10th Jun 2020 19:10U.S.
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