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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 email@example.com, or contact your account rep
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For most of the decade before the pandemic, core CPI inflation ran a few tenths higher than core PCE inflation, mostly because rents, which are twice as important in the core CPI,...
The strong June retail sales numbers don't prove anything, but they are consistent with the idea that people have sufficient resources, and sufficient inclination, to...
Fed Chair Powell will doubtless be quizzed in some detail today about the implications of yesterday's startling CPI numbers for June.
We're expecting the third straight outsized jump in the core CPI when the June report is released today.
First, an apology for breaking our two-page rule; we have a lot of ground to cover today. So, to business. Tapering is going to happen over the next few months; the only...
Most of the action in the May CPI was in the Covid- sensitive components, again.
One Huge Core CPI won't Move the Fed, but it Surely has their Attention
Covid-Sensitive Components Drove the April CPI, What Next
Core Inflation Lifted by Gains in Covid-Crushed Components
The $1.9T Covid Bill will be Visible in the Macro Data Very Quickly
Does the U.S. have Enough Immunity to be Squeezing Covid Already
As we reach our deadline Monday afternoon, the Columbus Day long weekend has brought no progress on the fiscal front.
It's not clear if the first FOMC meeting since the release of the Fed's new Monetary Policy Strategy will bring any real shift in policy, though we think it unlikely that...
The 0.4% August core CPI print was close to our expectations, and it likely will look much the same in September and October, driven by the same forces.
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...
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