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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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Chair Powell will stick to his lines today, and will add that the Fed is closely watching the march of Delta. Most states appear to be short of the 85% immunity required to...
28th Jul 2021 00:20U.S.
We have never taken much notice of the quits rate from the JOLTS report, on the grounds that it's usually just a proxy for the unemployment rate, released with a lag and prone to...
7th Jul 2021 00:20U.S.
Our June payroll forecast is 1,050K, based largely on the Homebase small business employment data, which were dead right in May and pretty close in April.
2nd Jul 2021 00:20U.S.
Since the late April FOMC meeting, policymakers have seen two huge core CPI prints, alongside copious evidence that surging labor demand has collided with constrained supply,...
16th Jun 2021 00:20U.S.
In 2015, key labor market indicators from the NFIB small business survey returned to levels last seen at the peak of the cycle in 2007, and unemployment hit the Fed's...
8th Jun 2021 00:30U.S.
The May employment report did not resolve any of the key labor market issues keeping the Fed awake at night.
7th Jun 2021 00:30U.S.
We still look for a 550K May headline payroll print today, with private payrolls up 500K, despite the 978K ADP reading yesterday.
4th Jun 2021 00:20U.S.
ADP hugely overstated the official payroll number in April, compounding the shock in markets from the 266K headline print, with private payrolls up only 218K.
3rd Jun 2021 00:20U.S.
After two months of upside surprises, most auto industry publications expect today's May headline sales number to drop quite sharply,
2nd Jun 2021 00:20U.S.
Let's try to put ourselves into the shoes of the FOMC, as the economy builds momentum on the back of the reopening. It is now abundantly clear from hard data, shown in our first...
1st Jun 2021 00:30U.S.
Markets and the Fed will React Differently if May Payrolls Rebound
26th May 2021 00:20U.S.
Small Firms' Sentiment is Improving, Inflation Pressures Rising
11th May 2021 00:30U.S.
April Payrolls Likely Rose at a Solid Pace, but Bigger Gains are Coming
7th May 2021 00:20U.S.
Unit Labor Costs Point to Higher Inflation, Further Gains Ahead
6th May 2021 00:20U.S.
More Powell Pushback on Taper Timing Coming Today
28th Apr 2021 00:20U.S.
A Capital Stock Rebuild and Rising R-star is Still a Good Post-Covid Bet
21st Apr 2021 00:20U.S.
The Council of Economic Advisors Might be Right About Inflation, or...
19th Apr 2021 00:30U.S.
Core Inflation Lifted by Gains in Covid-Crushed Components
14th Apr 2021 00:30U.S.
Core CPI Set To Rebound as the Services Sector Comes Back to Life
13th Apr 2021 00:30U.S.
No Taper Talk Yet from Chair Powell, Forecast Improvement is not Enough
18th Mar 2021 00:30U.S.
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