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Americas

Our economists explore the forces and trends impacting the US economy and provide insights on key economic indicators.

MUFG Americas

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Date Title Link
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
12/15/2022 Some mixed signals on employment growth View
12/07/2022 Markets are overly optimistic about inflation - Japanese Version  View
12/02/2022 The labor market is still too strong View
11/25/2022 Markets are overly optimistic about inflation View
11/04/2022 The labor market is not responding to the Fed View
10/31/2022 More questions than answers for the Fed - Japanese View
10/28/2022 More questions than answers for the Fed View
10/07/2022 The third quarter ends with a strong labor market View
09/06/2022 Labor costs pose the biggest threat to prices and profit margins View
09/02/2022 The summer ends with solid job growth View