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24 Feb 2021 No Crack in the Fed Facade as Powell Emphasizes Risk and Uncertainties
23rd Feb 2021 19:20U.S.
23 February 2021 Chair Powell won't Give an Inch Today, too Soon for Taper Talk
22nd Feb 2021 08:32U.S.
Surveys Hint at Strong Payrolls, but the Data Look Implausible
4th Feb 2021 19:20U.S.
Asking Rents are Soaring as Demand Returns for Rental Homes
2nd Feb 2021 19:20U.S.
Could a Margin Spike Translate into Sustained Inflation? Watch Wages
24th Jan 2021 19:20U.S.
Don't Worry About the Dip in Savings Balances, They're Still Huge
19th Jan 2021 19:20U.S.
Rebounding Rents Likely Supported the December Core CPI
12th Jan 2021 19:20U.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...
20th Dec 2020 19:20U.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.
17th Dec 2020 19:20U.S.
The Fed disappointed markets yesterday, by choosing not to increase the weighted average maturity--WAM--of its Treasury purchases.
16th Dec 2020 17:20U.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 17:20U.S.
The conventional way to model U.S. inflation a year or two ahead is to start with a projection for the rate of increase of unit labor costs, and then tweak it to account for...
13th Dec 2020 19:20U.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 19:20U.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...
30th Nov 2020 19:20U.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 19:10U.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 20:10U.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 20:10U.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 20:10U.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 20:10U.S.
When we're thinking about the prospects for the holiday shopping season, we usually focus on two questions.
22nd Oct 2020 21:50U.S.
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