Our economists explore the forces and trends impacting the US economy and provide insights on key economic indicators.
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| Date | Title | Link |
|---|---|---|
| 11/27/2024 | Persistently high aggregate demand | View |
| 11/13/2024 | Inconclusive price growth | View |
| 11/01/2024 | Noisy jobs data and Taylor Rule prescriptions | View |
| 10/30/2024 | Healthy expansion in Q3 | View |
| 10/04/2024 | Post-summer rebound | View |
| 09/27/2024 | Inflation down and incomes up | View |
| 09/24/2024 | Uncertainty over future labor supply | View |
| 09/06/2024 | Less weak than at first glance | View |
| 09/06/2024 | Global Economic Outlook Q3 2024 | View |
| 08/30/2024 | Spending outpacing income | View |
| 08/15/2024 | A proactive Fed | View |
| 08/02/2024 | Rise in unemployment may be temporary | View |
| 07/26/2024 | Strong consumption, weaker investment | View |
| 07/15/2024 | Shift in inflation momentum | View |
| 07/05/2024 | Growth in unemployment is not enough | View |
| 06/28/2024 | A balance of risks | View |
| 06/07/2024 | Unsurprising recovery in jobs growth | View |
| 06/07/2024 | A tale of two housing markets - Japanese Version | View |
| 06/03/2024 | A tale of two housing markets | View |
| 05/15/2024 | Status quo monetary policy | View |
| 05/03/2024 | Inconsequential easing of jobs growth | View |
| 04/26/2024 | Strong consumption and sticky prices | View |
| 04/10/2024 | March CPI tempers rate cut expectations | View |
| 04/05/2024 | Strong headline growth but a weak underbelly | View |
| 03/29/2024 | Goods inflation has temporarily returned | View |
| 03/27/2024 | Rate cuts will exacerbate housing inflation | View |
| 03/15/2024 | Global Economic Outlook Q1 2024 - Americas | View |
| 03/01/2024 | The Fed is right to be cautious | View |
| 02/23/2024 | Look to the middle class | View |
| 02/05/2024 | Don’t expect a re-acceleration of labor demand | View |
| 01/17/2024 | Five Key Questions for 2024 | View |
| 01/05/2024 | Labor demand may be weaker than it seems | View |
| 12/08/2023 | Labor shortages are likely distorting signals | View |
| 12/05/2023 | Importing goods deflation | View |
| 11/03/2023 | October’s jobs report supports continued Fed pause | View |
| 10/06/2023 | Making sense of September’s job growth | View |
| 09/29/2023 | Consumers didn’t surprise in August | View |
| 09/14/2023 | August rebound and resurging energy prices | View |
| 9/01/2023 | Easing labor market and slow burning inflation | View |
| 8/29/2023 | A hawkish tone, but for good reason | View |
| 08/11/2023 | Disinflation momentum is building | View |
| 08/04/2023 | More jobs and more productivity | View |
| 07/28/2023 | A soft landing requires strong assumptions | View |
| 07/13/2023 | Price disturbances vs inflation | View |
| 07/07/2023 | The Fed is out of excuses | View |
| 06/26/2023 | Predicting consumer behavior - Japanese Version | View |
| 06/20/2023 | Predicting consumer behavior | View |
| 06/02/2023 | Little give in the labor market | View |
| 05/19/2023 | A normalizing economy | View |
| 05/05/2023 | Strong jobs growth but weak productivity | View |
| 04/28/2023 | Growth is unlikely to last | View |
| 04/24/2023 | Inflation and bank credit | View |
| 04/07/2023 | The labor market for goods industries is starting to cool | View |
| 03/31/2023 | Uncertainty ahead for inflation and growth | View |
| 03/24/2023 | Macro vs financial stability | View |
| 03/10/2023 | The labor market remains defiant | View |
| 03/06/2023 | Eyes are back on goods inflation and manufacturing - Japanese Version | View |
| 03/03/2023 | Eyes are back on goods inflation and manufacturing | View |
| 02/17/2023 | Focus on the signal and not the noise | View |
| 02/06/2023 | Strong demand or the calm before the storm? - Japanese Version | View |
| 02/03/2023 | Strong demand or the calm before the storm? | View |
| 01/31/2023 | Wage growth has likely peaked, but risks remain | View |
| 01/27/2023 | The economy is showing signs of weakness | View |
| 01/06/2023 | There is still a demand problem in the US | View |