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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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In one line: The H2 sales surge is over, but inventory at a new record low
The U.K.'s exponential leap in Covid cases and plunge in services activity is coming to the U.S., soon.
We hope the Omicron wave will be brief, but it is cer- tain to be severe, at least in terms of cases.
The robust industrial recovery continues, with every chance of further increases in output in Q1.
The Fed's tapering and rate hike plans assume only a modest hit from Omicron; we hope they're right.
Chair Powell emphasised the threat from rapid wage gains; all eyes on labor participation, and the Q4 ECI.
The abrupt slowing in core retail sales in November is no big deal; a correction was due after rapid gains.
In one line: Soft core sales, manufacturing still strong
The Fed will announce faster tapering today, opening the door to a rate hike in the spring.
The dotplot likely will show two rate hikes in 2022, triggered by the run of upside inflation surprises.
Core retail sales likely undershot consensus in November, but the trend is still strong.
Core PPI inflation has further to rise, but it should start to fall in January.
The details of the NFIB survey are more important than the headline index...
...Look out for strength in capex plans, and a modest rise in selling prices, lifted by gas prices.
In one line: Spending rebounding; inflation yet to peak; dip in home sales is temporary.
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